TAMC to host free planned giving seminar July 31

    PRESQUE ISLE, Maine — Individuals who volunteer to raise money for worthy causes or who just want to find out how to best plan for their family are invited to take part in free planned giving seminar being hosted by the TAMC Foundation Thursday, July 31 from 1-4 p.m. at the hospital’s conference center.
“We wanted to provide an opportunity for people to learn more about the importance of estate planning and on the different options of how to give to charity if they are so inclined,” said Virginia Joles, philanthropy lead for the TAMC Foundation and organizer of the event. Joles is quick to point out that while the event is being hosted by TAMC, it is for informational purposes only and is not intended to — in any way — promote giving to the TAMC or EMHS Foundation.
The free seminar will feature two local presenters who have a great deal of experience in planned giving. They will each draw on that experience to give guidance to participants and answer questions that they may have.
Leading off the seminar will be Richard Engels, a local attorney who has been practicing law in Presque Isle for over 45 years. For the past two decades, his work has been concentrated in estate planning, real estate, elder law, corporate law and business planning. Engels will discuss basic estate planning documents, powers of attorney, wills, probate, the use of trusts in estate planning, and charitable aspects of estate planning.
“This is an opportunity to get answers to questions about ways to make sure that your family is taken care of and that they know what your wishes are should you become incapacitated or pass away,” said Engels. “Probably every Rotarian and Kiwanian, and many others involved in any number of local or national non-profit organizations, has been involved in raising funds for a charity. This is also a chance to learn about techniques and methods that make it easier, at least tax-wise, to give.”
Expanding on that message of charitable giving will be Brian Hamel, managing partner of the Presque Isle-based financial services firm of Thompson-Hamel, LLC. Hamel is a Series 7 securities representative and a licensed life & health insurance producer, providing clients with estate planning, investment and insurance services.
“While many recognize the importance of philanthropy, they often have questions about how or when to give and who should be involved in their charitable giving decisions,” said Hamel. “They may also wonder about whether the charitable gift should be made in their lifetime or as a bequest. I will be addressing these questions and others from participants during this planned giving seminar.”
Facilitating the three-hour seminar will be Joseph Connors, senior director of philanthropy, planned giving for the EMHS Foundation. Connors oversees the planned giving department of EMHS Foundation, working closely with the philanthropy officers of the member hospitals, including TAMC, and affiliate organizations.
Individuals who are interested in attending the free planned giving seminar should register online at www.tamc.org or contact Joles by phone at 760-4350.