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The Foglia Family Foundation and Let It Be Us are proud to co-host a powerful and informative planned giving seminar Thursday September 4 from 9:00 AM – 10:30 AM at Barrington’s White House presented by Estate Planning Hall of Fame inductee and nationally renowned attorney Ed Morrow and Andrew Kelleher of Kelleher + Holland LLC.Join us for this unique opportunity to explore how strategic charitable giving can support meaningful causes – while creating a lasting legacy through tax-efficient planning.
This seminar is designed for donors estate planners financial advisors and professionals seeking to deepen their understanding of charitable gift strategies that align personal values with long-term philanthropic goals.
Featured Speakers:
Edwin P. Morrow III J.D. LL.M. MBA CFP® CM&AA®
Estate Planning and Estate + Trust Administration Co-Chair Kelleher + Holland LLC
Ed Morrow is a national thought-leader in the areas of estate and trust planning. As a Certified Mergers & Acquisitions Advisor and Fellow of the American College of Trust and Estate Counsel his depth of knowledge makes him a trusted and engaging speaker on advanced planning strategies at seminars and webinars across the country.
Andrew J. Kelleher Jr. J.D. CPA LL.M.
Co-Founder Kelleher + Holland LLC
Andy Kelleher brings 30 years of experience as both an attorney and CPA guiding high-net-worth individuals through estate planning charitable giving and asset protection. With advanced tax credentials and a reputation for practical client-focused solutions Andy is a trusted voice on smart impactful giving.
What to Expect:
This seminar will provide:
A framework for aligning personal values with long-term charitable goals
Techniques for maximizing philanthropic impact while minimizing tax burdens
Legal and financial considerations in legacy planning
Guidance for professionals advising clients on charitable estate options
Real-life examples of how planned gifts have created transformative outcomes
Attendees will also enjoy a 30-minute breakfast buffet and networking session prior to the presentation
Who Should Attend:
This seminar is ideal for:
Donors interested in leaving a legacy
Financial advisors and wealth managers
Estate planning attorneys and CPAs
Insurance and trust professionals
Development professionals and nonprofit leaders
Anyone interested in leveraging charitable giving for impact
Why It Matters:
Planned giving is a powerful tool that allows individuals and families to make meaningful contributions to causes they care about often with significant tax advantages. For Let It Be Us planned gifts provide the sustainability needed to continue our work on behalf of children in foster care especially those who are older part of sibling groups or have unique needs.
This event also serves as the official launch of our Planned Giving Program which will include:
A dedicated “Legacy Giving” web portal
Sample bequest language and donor tools
The formation of the Let It Be Us Legacy Society to recognize those who commit to lasting impact
Interested in learning how you or your clients can support vulnerable children while building a lasting legacy?
Mark your calendar. This is a seminar you won’t want to miss.
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Event Venue & Nearby Stays
Barrington's White House, 145 W Main St, Barrington, IL 60010, United States
Tickets
