For Professional Advisors – Join us online November 10
A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate & Financial Planning
With Elena Pullen-Venema, MBA, CAP®
Director of Gift Planning, Community Foundation of Snohomish County
What does estate and financial planning have to do with the racial justice movement?
There is an additional and important way for individuals to take part in the pursuit of greater equity – they can also apply a social and racial justice framework to estate and financial planning.
Mindful planning involves values, relationships, personal capital and social capital, all of which could incorporate the quest for greater social and racial justice. It offers individuals an opportunity to leave impactful legacies to their families and communities for which they will be permanently remembered. If you’re having conversations with clients about social justice and racial equity, you won’t want to miss this webinar.
Topics Covered
– Historical origins and enablers of the racial wealth gap
– Current indicators of income and wealth inequality
– Examples of how a social and racial justice framework can be incorporated in estate planning and planned giving; specifically in:
- Pre-estate planning reflections
- Documents that communicate one’s values and vision for wealth
- Creating values-based estate distribution plans
- The choice of charitable causes that would benefit from estate giving
- How assets are invested and managed
- The engagement of estate planning professionals
– Ways advisors can engage clients in conversations about their values, legacy and philanthropy, especially as they relate to racial and social justice
Wednesday, November 10, 2021
12:00 p.m. – 1:00 p.m.
presented on Zoom
space is limited; advance registration required
If you have not yet had a chance, please take a moment to register now.
About the Presenter:
Elena Pullen-Venema is the Director of Gift Planning at the Community Foundation of Snohomish County. She works closely with individuals, families and their accountants, attorneys and financial advisors to help build tax friendly charitable giving options that create meaningful legacies and grow philanthropy. She is a member of the Association of African American Financial Advisors and former Chair of their Advancing Leadership Committee; holds an MBA in Finance from Temple University; and received her Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services in September 2018.
Presented in partnership:
