Aligning Legacy and Mission: Estate Planning Strategies for Charitable Impact

In this joint presentation with Zacharia Brown & Bratkovich and UPMC Children’s Hospital Foundation, we will examine how estate planning can be structured to support charitable goals while maintaining flexibility over time. The session will include an overview of the hospital’s priorities and planned giving initiatives, along with a discussion of drafting considerations that address potential future changes—such as program evolution or advances in treatment. This program is designed to help donors and advisors ensure that charitable intentions remain relevant, effective, and aligned with long-term outcomes.

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