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Glenmeadow Learning Examines Philanthropy’s Role in Estate Planning

LONGMEADOW — Glenmeadow Retirement will partner with the Community Foundation of Western Massachusetts in offering panel discussion on charitable giving as a critical piece of a well-rounded estate plan.

Moderated by Katie Allan Zobel, president of the Community Foundation, the talk — the first in the spring Glenmeadow Learning series — will be held Wednesday, March 30 from 10 a.m. to noon at Longmeadow Country Club, 400 Shaker Road.

As part of “Informed Giving: A Look at Philanthropy’s Role in Estate Planning,” a panel of experts will help participants identify their philanthropic values and outline the legal and financial mechanisms through which gifts can be made. Several community members will discuss their philanthropic inspiration.

In addition to Zobel and select donors, panelists will include George Keady III of Keady Montemagni Wealth Management Group, and attorney Todd Ratner of Bacon Wilson, P.C.

Established in 1884, Glenmeadow is a nonprofit, accredited, continuing-care retirement community that provides independent and assisted living at its campus at 24 Tabor Crossing in Longmeadow and expanded Glenmeadow at Home services throughout Greater Springfield. To learn more, visit www.glenmeadow.org.

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