Giving to our favorite causes and issues is a must. But there are ways beyond writing a check that has also help make social change—you can invest following your values and your ethics. More and more individuals and organizations—including the North Star Fund—are exploring socially responsible investing and other ways to align their money with their values.

North Star Fund second workshop in the Beyond Giving series will explore progressive estate planning.

Progressive Estate Planning

Thursday, May 29, 2008, 6:00 - 8:00 PM

Are you or your parents getting older and starting to think about what legacy you want to leave? Our second workshop in the ‘Beyond Giving’ series explores aligning your money with your values in estate planning.

Whether you or your parents have a high net worth or a modest nest egg to pass on, this workshop will explore creative ways to limit excessive taxes, preserve what you’ve earned, and support the values you believe in.

Lisa Springer, Trustee, Millard Charitable Remainder Unitrust
Ron Weiss, Partner, Trusts and Estates, Skadden, Arps, Meagher & Flom, LLP
Mary Johnson, Trustee Advisor, Johnson Family Foundation and North Star Fund donor advised funding partner
Mike Lapham, Responsible Wealth Director, United for a Fair Economy

Register now for the workshop:

The workshop is free of charge and will take place at the North Star Fund offices: 520 8th Avenue, 22nd Floor, between 36th and 37th Streets. The closest subway is the A/C/E at Penn Station.