Leaving a Legacy
A free presentation introducing you to the most tax-wise ways to "give heart and give smart."
Tax codes can be confusing, but they offer ways to take care of yourself and your family, and still leave a lasting legacy for your community long after you are gone.
Presenters:
Financial Planner Jim Soft of Billings and John Gillespie of Paradise Valley
Location:
The Bev Stevenson Room, Livingston Public Library
228 W. Callendar Street, Livingston, MT
* Coffee, Tea, and Pastries Provided *
RSVP required due to limited room size – please contact Tricia Erikson.
Please Note: This session is geared toward people leaving a legacy. Nonprofit professionals who are interested in a planned giving training for your organization should visit our website and watch emails for upcoming trainings.
About Jim Soft:
James C. Soft, CFP, M.A., M.S. is President of James C. Soft & Associates. He held the Presidency at Yellowstone Boys & Girls Ranch Foundation from 2002-2012 and currently serves as their Planned Giving Consultant. Jim is a Certified Financial Planner and holds a Masters degree from the College of Financial Planning. James C. Soft & Associates offers planned giving consultation and mentoring. Jim was largely responsible for initiating and facilitating the writing of the popular and now permanent Montana Endowment Tax Credit. He is a former director of the Montana Nonprofit Association, and served on the board of a lobby group whose work was largely responsible for the extension and enhancement of the charitable IRA incentive legislation.
