Executive Directors’ Coffee Klatch on Planned Giving, Friday March 12

The total dollar amount of charitable contributions made by individuals and corporations increases every year, proving that Americans feel supporting charities is important. Any gift that requires planning falls under the definition of Planned Giving. Is your organization taking full advantage of Planned Charitable Gifts? How can your organization help and encourage this giving by putting a program in place that meets a donor’s objectives and yields a suitable charitable gift to you?

Join Financial Planner Teresa Benning at our March 12 Coffee Klatch to learn answers to these questions. Join other Executive Directors for coffee and conversation, Friday March 12, 10:00-11:30 a.m. at the offices of the Connecticut Association of Foster Parents, 2189 Silas Deane Highway in Rocky Hill. Light refreshments will be served.

Teresa Benning in a licensed Financial Service Representative with a focus on helping Non-Profits set up and monitor their Planned Giving Programs. She has taken her experience with Citigroup and Northwestern Mutual Life and applied it to her own practice educating organizations and individuals in the proper use of Financial Instruments to achieve their goals.

Please RSVP to Alice Leibowitz of Insight Unlimited, LLC at 860-956-9299 or

Executive Directors’ Coffee Klatch upcoming dates

Gather with other Executive Directors from around Central Connecticut to look at some of the issues you face every day. Network, share concerns, and learn about cutting edge leadership approaches, while enjoying coffee and pastries away from the daily grind.

Dates and Topics Winter -Spring 2010:

All Coffee Klatches are held from 10:00-11:30 on Fridays, at the offices of the Connecticut Association of Foster and Adoptive Parents, 2189 Silas Deane Highway, Rocky Hill, CT. Sponsored by Insight Unlimited, (860) 956-9299, www.insightunlimited.org.

News: New Website

If you haven’t seen our new website yet, here it is! Feel free to poke around, to learn more about our services, about the firm, and about the organizations we’ve helped. Also, feel free to send us questions about your organization through our “About You” page. Welcome! We’re glad you’re here.