Nikki Robb nikki at missoulacommunityfoundation.org
Tue Jan 16 15:43:00 EST 2018

Legacy Planning:
Caring for Your Family and Community

*Plan Your Legacy Like a Rockefeller, Even If You’re Not Wealthy*


Although no one wants to talk about estate planning, everyone wants to
ensure their loved ones are taken care of after they're gone. The Missoula
Community Foundation is hosting two free seminars on how to leave a legacy
for family, friends, and the community—even if your bank account doesn’t
look like Rockefeller’s.

Dr. Marsha A. Goetting, a professor and extension family economics
specialist at Montana State University, will teach participants how to
jump-start legacy preparations to ensure that their generosity continues in
perpetuity. Each seminar is free, open to the public and will feature food
and beverages.


Even if you don’t own an oil empire, chances are you have some type of
property – an automobile, home, savings account, or mutual funds. Most
people don’t know that the wording on those accounts, titles, or deeds
could determine who receives the assets they’ve worked so hard to acquire.
Or that they can receive up to $10,000 in tax credits for contributing to a
Montana endowment. Dr. Marsha Goetting will share information on how
average Montanans can make an exceptional impact with their legacy.


This free event is hosted by the Missoula Community Foundation and open to
Missoulians of any age or financial standing. Marsha A. Goetting is a
professor and extension family economics specialist at Montana State
University. During the past seven years she has reached more than 13,000
Montanans with financial and estate planning information. She has received
state, regional and national state awards for her programs.

*When/Where: *

Wednesday, January 24, 2018

11:00am – 1:00pm at the Missoula Public Library, 301 E Main St, Missoula,
MT 59802

·       Brown bag lunch; dessert and beverages included

4:00 – 6:00pm at the Missoula Senior Center, 705 S Higgins Ave, Missoula,
MT 59801

·       Snacks and beverages included

*More information or **To RSVP*, contact Nikki Robb at
nikki at missoulacommunityfoundation.org or call 406-926-2846

# # #

The Missoula Community Foundation connects people who care to causes that
matter. Over the past fifteen years, the Foundation has given almost
$900,000 to 135 projects, inspiring long-term local philanthropy to ensure
the diversity and vitality of the Greater Missoula community. For more
information, please visit missoulacommunityfoundation.org.

Nikki Robb, Program Associate
Missoula Community Foundation
Office: (406) 926 - 2846
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