Estate planning seminar covers charitable giving |

Estate planning seminar covers charitable giving

Gina Barker, The Park Record

The Park City Foundation plans to teach financial planners and estate planners the in’s and out’s of donating wisely this Thursday, an effort to boost smart contributions to the local nonprofit network.

The foundation works to support other nonprofits in the area, creating endowment funds and providing annual grants. The upcoming two-hour class, an estate planning seminar, was created as a way for the foundation to build out its long-term goals to help fund nonprofits.

"Through careful planning you can get better tax savings while also supporting nonprofits and even protecting your heirs," said Katie Wright, the program manager for the Park City Foundation. "It’s a win-win for nonprofits, donors and their families, but it does take some planning and knowledge."

The seminar is aimed at CPAs, financial advisers and estate attorneys, but Wright said that interested donors are also encouraged to come. The seminar includes three panelists: Stephen Sloan, an attorney, shareholder and member of the Van Cott Estate Planning Group; Samuel Carpenter, the vice president of senior wealth planning for Wells Fargo; and Derek Bohne, an estate planning specialist for The Hartford Life.

"This is a long term approach, our way to educate the community about these tools and hopefully have people write these strategies into their own estate plans," Wright said.

This year is the organization’s fifth financial planning seminar, an annual event aiming to steer donations into the community. For any community organization like the Park City Foundation, talking to estate planners and financial advisers about how their clients can give gifts or donate is an essential piece of the mission, Wright said. This year’s event is broadening its scope to include those already making donations or planning to contribute through their estates.

"We want people to feel like they can bring these ideas to their financial or estate planner," she added. "Some of the concepts we’ll cover are very complex, but the more people are exposed to them, the better."

The seminar is free and open to the pubic and is scheduled to run from 4 to 6 p.m. Thursday at the Park Meadows County Club. To RSVP, email For more information, visit

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