Expired Guidance for Your Legacy Giving

Event Phone: 850 891 4041

Tallahassee Senior Foundation Presents Guidance for Your Legacy Giving

There are various ways you can give and leave your legacy. Please join three local members of the Capital City Trust Company team as they lead a discussion on ways to make a present and future charitable gift. We’ll talk about the assortment of popular charitable strategies and methods including the use of bequests, insurance, individual retirements accounts, and trusts. Mark your calendar—more details coming soon!

Capital City Trust Company panel includes:

Allie VanLandingham:  Allie serves as an Assistant Vice President and Trust Officer for a variety of families and individuals. She has served this community in various roles for Capital City Bank for 15 years. As a Trust Officer, she functions as the central financial planner for her clients making sure they understand their options in order to make the best decision for their unique financial situation.

Nan O’Kelley:  Nan serves as a Wealth Advisor for Capital City Trust Company. In that role, she guides her clients through complex trust and investment decisions using a personalized, tailored approach that ensures their needs and goals are met. She has a background in the non-profit sector, serving five years as director of donor relations for the Community Foundation of North Florida prior to coming to Capital City Trust Company.

Ben Bowersox:  Ben serves as a Senior Vice President and Wealth Advisor for Capital City Trust Company.  Like Nan and Allie, he works to provide clients clarity and confidence before they make a financial decision. Ben serves on both the TCC Foundation and the FSU Foundation’s Planned Giving Councils to help educate community members on ways to make a legacy gift.

 

Register here by Aug 4 by 4 pm and a Zoom link to join the event will be emailed to you on the evening of Aug. 4 (before the class). Be sure to check your spam or junk email. For more questions, more information or help with registering, email Karin.Caster@talgov.com.