Planned and Estate Giving 101

Anyone can leave a legacy to a cause they love. The Boone Area Chamber of Commerce Foundation and Blue Ridge Conservancy invite you to a free introduction to planned giving with Boone attorney Jim Deal and CPA Jonathan Allen.

Whether you are just starting to think about your estate plan or updating one you already have, this session is for you. Lunch is provided!

THE PROGRAM WILL COVER:

• How planned giving works and why it matters to the causes you care about
• The most common ways to give, including bequests in a will or trust, beneficiary designations on retirement accounts and life insurance, and gifts of real estate or appreciated assets.
• Potential benefits to you and your family, including tax considerations and options that can provide income during your lifetime.
• Simple first steps, such as what to ask your attorney or financial advisor and how to let a nonprofit know about your plans.

This is an educational session; questions are encouraged. There is no solicitation or obligation. 

Meet the Presenters

Jim Deal is a Boone attorney and member of the North Carolina Bar since 1974, with degrees from Appalachian State University and the UNC School of Law.

A recipient of the Order of the Long Leaf Pine, he has chaired the Watauga County Board of Commissioners, the Watauga County Board of Education, and the Appalachian State University Board of Trustees, and served on the UNC System Board of Governors.

Jonathan Allen grew up in the mountains of Northwest North Carolina and holds accounting degrees from Ole Miss and Wake Forest University. He began his career as a tax consultant at Ernst & Young in Manhattan, NY before returning home to join Allen Wealth Management in 2004. A Certified Public Accountant, CFP, and Chartered Life Underwriter, he founded Allen CPA in 2019 and formed J. Allen Professional Services, now the Book Office, in 2023.

Jonathan has taught at Wake Forest, Bryant University, and Appalachian State University, and currently serves on the Board of UNC Health Appalachian. 

Registration is required as space is limited.

When: Thursday, November 12, from 11:30 AM to 1:00 PM

Where: Boone Area Chamber of Commerce, 579 Greenway Road, Suite 101, Boone, NC