Steps to Leaving a Legacy

Earlier this year, Northwest Harvest teamed up with Seattle Humane and Museum of Flight to present the first in a series of seminars for financial supporters of nonprofits. Over 140 donors from these organizations gathered at the Museum of Flight to hear Kathleen Steele, CFP, present on the importance of centralized records of documents and accounts. She shared an invaluable resource, The Family Love Letter, in which to record this information. Each participant received a copy for their personal use.

The topic clearly resonated with attendees, who gave enthusiastic reviews and provided a list of topics for future seminars. We’re already planning our next seminar for early June 2020. Our goal is to co-host a series of seminars that tie together the various financial planning areas that many of our donors are concerned about. All will be presented by experts in an unbiased manner. Topics will include subjects like wills, powers of attorney, health directives, IRA’s and 401(k) plans, and elder care.

Northwest Harvest is committed to sharing important information about how charitable giving can be a part of your financial plans. Estate gifts are key in helping us provide for Washington’s food banking community—while also helping grow our endowment.

We always look forward to your comments and suggestions on financial and estate planning topics. For more information, or to let us know you’ve included Northwest Harvest in your plans, please contact Anne S. Knapp, Northwest Harvest’s Senior Planned Giving Officer at anneK@northwestharvest.org.