Episode #42 – Estate planning, beneficiaries, and legacy gifts for community impact
Host Mary Ann LeRay welcomes back Kristen Mihaljevic, Director of Development at the North Carolina Community Foundation (NCCF), for a follow-up conversation that picks up right where the last episode left off. This time, the focus turns to estate planning and legacy giving — and why these “difficult conversations” are so much easier to have before a crisis than in the middle of one. The timing matters. Baby boomers hold more wealth than any generation before them, and as Mary Ann notes, they value choices, options, and creative ways to fuel what matters most to their communities. Kristen explains how […]
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