Lourdes Legacy Giving
You’re Invited to our Lourdes Legacy Seminar this September 24th, 8:00 PM ET!
Join us for more information about how to leave a lasting gift!
North American Lourdes Volunteers President Barry Vaughn will join attorney Mark Henry, an expert in this subject matter to discuss estate planning strategies for faithful Catholics and how to make your lasting legacy a Lourdes Legacy.
Topics Mark Will Cover
- Elements of Catholic estate planning
- Catholic medical directives vs. secular living wills
- Catholic values based investing
- Legacy planning strategies to support worthy Catholic causes
- Benefits of a Catholic Gift Annuity
- Updating your estate plan
- Live Q & A
Meet Presenter Mark Henry !
Mark Henry is an Attorney, CPA and Financial Planner who serves the Catholic community in the areas of Catholic values-based estate planning, investment services and philanthropic planning.
Mark obtained his law degree (Juris Doctorate) from Seattle University Law School and he obtained his undergraduate degree (B.S. Business Administration) from San Jose State University.
Mark has achieved professional recognition in the stewardship field, having authored numerous professional articles and lectured extensively on these subjects. He is the author of the popularly acclaimed book “Finish Faithful, How To Create A Lasting Christian Legacy For Your Family”. He has spoken on Catholic faith-based planning subjects at numerous Catholic forums, including International Catholic Stewardship Conferences, Eternal Word Television Network, Catholic Radio Networks, National Catholic Family Conferences and many other Catholic venues.
Mark is married to his wonderful wife Tina, and the proud father of five children. In his spare time, Mark enjoys various recreational activities with his family such as fishing, skiing and other outdoor activities.
What Will Your Lourdes Legacy Be?
As Catholics, we are called to be faithful stewards of all that we are blessed with. As stewards we should provide for our family and for our Catholic community as well. Fortunately, there are time-tested planning strategies that can guide you and enable you to protect your family’s financial security and leave a legacy to support Catholic charity.
Please consider sharing the grace of Lourdes with a planned future gift.
Our members can establish a “Lourdes Legacy Gift.” In some cases, this can allow members to make a major gift who haven’t had the ability to make it during their lifetimes.
Beloved Members can designate part of their estate to North American Volunteers as an ongoing gift of grace for others. In this special way, we partner with our members to extend the invitation of Our Lady of Lourdes for years to come.
Please call Erika Vincent, Executive Director, at (315) 476-0026 if we can assist you and your professional advisors with any questions you have about including a planned gift in your estate plan.