BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P3D REFRESH-INTERVAL:P3D CALSCALE:GREGORIAN BEGIN:VEVENT DTSTART:20261105T170000Z DTEND:20261105T190000Z X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:Inland Empire Resource Network Convening DESCRIPTION:Practical Tips & Tools Series: Charitable Remainder Trusts and Starting a Planned Giving Program\n\n \n What's the difference between giving assets vs. income(from the checkbook)? We'll discuss a number of strategies including bequests\, Qualifies Charitable Distributions\, real estate stock and spend time discussing gifts that will pay an income for a lifetime\, charitable remainder trusts. We'll close out the session with a few suggestions of things you can do later that day or the next to get started. \n\n\n\nKey Takeaways:\n\n\n\n\n\n\nKey Takeaways here:\n\n\n Understand what Planned Gifing is and the value of Planned Giving to an overall fund development plan no matter how big or small the staff is\n A few small things to start your planned giving program when you go back to your office.\n Understanding that there are many strategies for making planned gifts. We will go into details about how a Charitable Remaider Trust may work and other gifts that may add to a non-profit's revenue stream..\n\n\n \n\n\n \n\n\n\n\n\n\n \n\n \n\n\n\n\n\n\n \n\n\nSpeaker: Kit Mac Nee\, Envision Legacy Group\, Financial Manager\, Morgan Stanley\n\n\n\nKit Mac Nee\, CFP CEPA QPFC \n\nEnvision Legacy Group\, Financial Advisor\n\n For Kit and her team\, it is about more than just money. She joined Morgan Stanley as a Financial Advisor in 2013 and the Envision\n\nLegacy Group in 2023 as their exclusive Certified Financial Planner (CFP )\, while also holding specialized designations as a Certified Exit Planning Advisor (CEPA ) for business transitions and a Qualified Plan Financial Consultant (QPFC ) for corporate retirement structures. Prior to joining Morgan Stanley\, Kit was with Merrill Lynch Wealth Management for nearly nine years. Envision Legacy's goal is for our clients to be able to choose to work and walk through life with them navigating the complexities of life. Kit's expertise is in managing assets for nonprofit organizations. The Envision Legacy Group is an eight-member team managing over $1.2 billion in assets.\n\n\n\nOn her way to becoming a CERTIFIED FINANCIAL PLANNER \, Kit served a community foundation in Southern California as its Director of Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of financial resources. Today\, she uses her financial-planning proficiency to serve as a volunteer\, Board Member\, and consultant to guide families and charities toward more secure financial futures. As a volunteer and past president with NAEPC\, Kit has spoken across the US from Fairbanks\, AK to Pensacola\, FL since 2014 on a variety of estate planning topics.\n\n\n\nKit raised three children\, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling\, including trips to Detroit\, her original hometown. She lives in Santa Monica\, California. Her volunteer work continues with the National Association of Estate Planners and Councils as a past president\, Empowering Ugandans\, The Plato Society of Los Angeles\, and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota\, Carlson School of Management\, earned the Certified Specialist in Planned Giving from California State University Long Beach\, American Institute of Philanthropy in 2001\, became a CERTIFIED FINANCIAL PLANNER and Accredited Estate Planner in 2013. During 2022 Kit received a new designation as a Qualified Plan Financial Consultant . More recently\, she received the designation of Certified Exit Planning\n\nAdvisor. X-ALT-DESC;FMTTYPE=text/html:
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\nPractical Tips &\; Tools Series: \;Charitable Remainder Trusts and Starting a Planned Giving Program
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 \;What'\;s the difference between giving assets vs. income(from the checkbook)? \; We'\;ll discuss a number of strategies including bequests\, Qualifies Charitable Distributions\, real estate stock and spend time discussing gifts that will pay an income for a lifetime\, charitable remainder trusts. We'\;ll close out the session with a few suggestions of things you can do later that day or the next to get started. \;
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Speaker: Kit Mac Nee\, Envision Legacy Group\, Financial Manager\, Morgan Stanley
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\nKit Mac Nee\, CFP®\; CEPA®\; QPFC®\;
\nEnvision Legacy Group\, Financial Advisor

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 \;For Kit and her team\, it is about more than just money. She joined Morgan Stanley as a Financial Advisor in 2013 and the Envision
\nLegacy Group in 2023 as their exclusive Certified Financial Planner (CFP®\;)\, \;while also holding specialized designations as a Certified Exit Planning Advisor (CEPA®\;) for business transitions and a Qualified Plan Financial Consultant (QPFC®\;) for corporate retirement structures. \;Prior to joining Morgan Stanley\, Kit was with Merrill Lynch Wealth Management for \;nearly nine years. Envision Legacy&rsquo\;s goal is for our clients to be able to choose to work and walk through life with them navigating \;the complexities of life. Kit&rsquo\;s expertise is in managing assets for nonprofit organizations. The Envision Legacy Group is an \;eight-member team managing over $1.2 billion in assets.
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\nOn her way to becoming a CERTIFIED FINANCIAL PLANNER&trade\;\, Kit served a community foundation in Southern California as its Director of \;Gift Planning. She worked with donors and local charitable organizations to gain philanthropic assets that would provide a legacy of \;financial resources. Today\, she uses her financial-planning proficiency to serve as a volunteer\, Board Member\, and consultant to \;guide families and charities toward more secure financial futures. As a volunteer and past president with NAEPC\, Kit has spoken \;across the US from Fairbanks\, AK to Pensacola\, FL since 2014 on a variety of estate planning topics.
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\nKit raised three children\, all now grown and leading fulfilling lives in different parts of the United States. She loves traveling\, \;including trips to Detroit\, her original hometown. She lives in Santa Monica\, California. Her volunteer work continues with the \;National Association of Estate Planners and Councils as a past president\, Empowering Ugandans\, The Plato Society of Los \;Angeles\, and St. Barnabas Senior Services. Kit is a graduate of the University of Minnesota\, Carlson School of Management\, \;earned the Certified Specialist in Planned Giving ®\; from California State University Long Beach\, American Institute of Philanthropy \;in 2001\, became a CERTIFIED FINANCIAL PLANNER&trade\; and Accredited Estate Planner®\; in 2013. During 2022 Kit received a new \;designation as a Qualified Plan Financial Consultant®\;. More recently\, she received the designation of Certified Exit Planning
\nAdvisor.

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\n LOCATION:San Bernardino County Superintendent of Schools West End Educational Service Center 8265 Aspen Street Rancho Cucamonga\, CA 91730 UID:e.9149.1334 SEQUENCE:3 DTSTAMP:20260928T184904Z URL:http://academygo.memberzone.com/events/details/inland-empire-resource-network-convening-11-05-2026-1334 END:VEVENT END:VCALENDAR