June 18, 2013  
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Create a Legacy
Are your clients interested in creative giving options? Read about gifts of life insurance, retirement assets, and other ways to help them create a legacy

Legacy Society
Rebecca RotheyIf your clients' charitable plans include BCF, please encourage them to let us know -- we'd like to welcome them to our Legacy Society. To learn more about BCF legacy options, please contact Rebecca Rothey.


Wills Guide helps organize client information
Our free Wills Guide helps organize clients' estate planning information. Order copies to keep on hand, or let your clients know they can download the guide to prepare for your meeting. Jason Abosch of Abosch Insurance Services calls BCF's Wills Guide "new, helpful information." 
Brush up on tax law
Each week we offer a new "Case of the Week," which lays out a tax law case scenario, ending with a question. Solutions are provided, too -- but no fair peeking. Check out this week's and prior weeks' cases here.
Making deduction calculation easy
Here's something we think you'll like: our new Deduction Calculator. Use it to calculate deductions for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. It takes the messy math out of the equation. 
Schedule a presentation at your firm
Rebecca Rothey On July 19th, BCF's director of planned giving Rebecca Rothey presents at the National Association of Professional Financial Advisors' Baltimore Study Group Workshop on ways to talk to clients about gift planning opportunities. Can't make it? No problem -- she'll come to you.  
What BCF does with a client's gift
Donors who establish Funds for Baltimore or give to our Civic Leadership Fund support BCF's advocacy and convening activities and make new initiatives possible. Download our brand-new report to see how we're putting your clients' investments to work.  
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Create a Legacy
 
2 East Read Street, 9th Fl
Baltimore, MD 21202
TEL: 410-332-4171
EMAiL: info@bcf.org
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