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Three Prominent Broward County Nonprofits Unite to Host 11th Annual Joint Tax and Estate Planning Seminar

10/9/2012
October 9, 2012

 
DAVIE, FL – (October 9, 2012) – United Way of Broward County, the Community Foundation of Broward and the Jewish Community Foundation will join forces to host the 11th Annual Joint Tax and Estate Planning Seminar and Breakfast on Thursday, November 8 at Nova Southeastern University’s Rose and Alfred Miniaci Theater. The Seminar will provide a meaningful educational forum for professionals involved in estate and trust services, as well as introduce them to the three major non-profit organizations in Broward County.
 
“This event is where professionals in the trust and estate field come together to discuss what’s new and innovative in planned giving and the philanthropic options our sponsoring organizations provide their clients,” said Kurt Zimmerman, Esq., event co-chair.
 
More than 500 professionals are expected to attend the event to hear keynote speaker, Steve R. Akers, J.D., of Bessemer Trust.  Mr. Akers will speak on “Estate Planning Strategies in a Post-Election World.” Attendees will also learn more about the hosting organizations dedicated to improving the lives of all Broward residents. 
 
Chairing the seminar are Kurt Zimmerman, Esq. of Zimmerman & Associates representing the Community Foundation of Broward, Terry L. Breitbord, CLU, ChFC, MSFS of New York Life Insurance Company representing the Jewish Community Foundation of Broward and Scott Rassler, JD, CLU, ChFC of Mahoney&Associates representing United Way of Broward County,
 
Terry Breitbord noted, “We have tremendous wealth here and it’s important to focus our efforts to build more community support, especially for these three organizations that fund many needs in our community. The Annual Joint Tax and Estate Planning Seminar is a forum to build awareness and support among legal and financial professionals for the community strengthening initiatives of these organizations.” 
 
“Collectively, United Way of Broward County, Community Foundation of Broward and Jewish Community Foundation improve the quality of life for hundreds of thousands of people in the County,” said Scott Rassler.  “For that reason, it is critical we support the sustainability of these organizations by helping them build their endowment funds through outright and planned gifts.”
 
The mission of the Joint Tax Seminar is to encourage the professionals who attend to have conversations with their clients about building a better community for their families and future generations by including these organizations in their estate plans. When the people in our community are thriving, quality of life improves and our businesses thrive.
 
Individual tickets are $50 and sponsorship opportunities are available. To register for the 11th Annual Joint Tax and Estate Planning Seminar and Breakfast visit jewishbroward.org/JointTaxSeminar.  For more information, please call Expert Business Solutions at (954) 370-0041.
 
About United Way of Broward County
United Way of Broward County is a volunteer driven, community-based, non-profit organization servicing Broward County for nearly 75 years. United Way of Broward County’s mission is to focus and unite the entire community to create significant lasting change in the impact areas of education, income and health, the building blocks for a better life, which positively impacts people’s lives. United Way of Broward County is the catalyst for change and convener of partnerships that unite the hearts, minds, and resources within the Broward community.  The organization has established a permanent endowment to provide a lasting way for its donors to ensure a more vibrant community for their children and future generations.  For more information, visit www.unitedwaybroward.org or call (954)462-4850.
 
About the Community Foundation of Broward
Founded in 1984, the Community Foundation of Broward's mission is to provide leadership on community solutions, and foster philanthropy that connects people who care with causes that matter. A public nonprofit organization with more than 400 Charitable Funds and agency endowments representing $140 million, it has distributed $60 million to support community solutions over the past 28 years. As a community leader, it convenes citizens around critical issues, and builds the capacity of the nonprofit sector to respond to these issues. For more information about the Community Foundation of Broward, visit cfbroward.org or call 954.761.9503.
 
About the Jewish Community Foundation
The Jewish Community Foundation of the Jewish Federation of Broward County (JCF) was established to implement the long-term needs of our growing community. Its mission is clear:  to serve as the focal point for planned giving, and to foster the continuity of the Broward County Jewish Community through the broadest range of innovative and creative charitable programs. Whether it is an educational program seeking assistance in order to take root, an urgent economic need, or an innovative project wishing to sprout new growth, JCF is there to fulfill the vision. For more information, visit www.jewishbroward.org or call 954-660-2085.
 
 
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Broward County Inspiring Philanthropy over 25 years