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:

 

Let's Start a Conversation

The Jewish Foundation can help you explore charitable opportunities that work for you. 

The Jewish Foundation is a trusted and expert resource for charitable gift planning and endowments and serves as a partner and resource for synagogues, local Jewish agencies, professional advisors and donors.

When you make a current gift or leave a bequest to the Jewish Foundation of Greater New Haven, you not only benefit our community, but you can also support the causes that are important to you.  You can designate that your gift be used to provide unrestricted funds to help meet community needs now and in the future or to endow a permanent fund to aid identified programs, your synagogue, agencies, organizations, or initiatives (Jewish or not Jewish, in Greater New Haven, Israel or beyond) that are of particular interest to you and your family.

Lisa Stanger, Esq., Executive Director
Tiberius Halai, Grants and Gift Manager
Beth Kupcho, Scholarship and Philanthropy Manager
Stephanie Licsak, Controller

Jewish Foundation of Greater New Haven
360 Amity Road
Woodbridge, CT 06525
203-387-2424, ext. 382
203-387-1818 (fax)
lstanger@jewishnewhaven.org
Jewishnewhaven.org

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