Bergen County’s United
Way Recognized As Leader
In Planned Giving
BERGEN
COUNTY - July 31, 2007 - Bergen County United Way has attained
special recognition as a Founder of the United Way Dynamic Collaborative.
It is one of only 17 United Way’s nationwide to be selected to introduce a
philanthropic program of planned giving.
Tom Toronto, President and Cheryl Moses,
Director of Development completed the invitation only workshop hosted by the United Way of America in Washington, D.C. The
instructors, Robert A. Esperti
and Renno L. Peterson are nationally recognized estate and tax attorneys and
founders of the prestigious Esperti-Peterson Institute at Michigan State
University. The Institute is also part of the
Quantum Alliance a group of companies committed to strengthening through
education professionals in the field of philanthropy.
The two have written 26 books and have been educating and
training professionals in estate and wealth planning for nearly three decades.
The workshop covered highly refined
relationship-building techniques, as well as important ways for individuals and
their families to make significant planned gifts to charities.
"There are many practical and effective ways for our donors to provide the long-term financial stability that will enable Bergen County’s United Way to continue to help in direct and vital ways," said Toronto. "When you plan a charitable gift it is gratifying to know that your generosity will have an impact not just for today but far into the future."
Planned giving may also offer the
donor an immediate income tax deduction as well as estate tax benefits later
on.
"It is important for our donors to have every
opportunity to maximize the impact of their gift," said Moses. "The needs in our community are great. Everyday calls to the United
Way 2-1-1 helpline for affordable
housing, food, assistance in paying for utilities and medication underscore
that fact. Bergen County United Way works
to bring solutions to the urgent needs of those who live and work here."
Since its launch, 2-1-1 has
responded to over 350,000 calls for assistance and handled 2 million searches
on its companion website at www.nj211.org. When there are no other
resources to help, the Bergen County United Way Compassion Fund manager works
one-on-one to make help happen.
For information on how you can join in
helping, please visit www.bergenunitedway.org.
