Charitable Planning Panel Discussion
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Charitable Planning Panel Discussion!
A Must-Attend Event
Join us for a ZOOM panel discussion on how charitable gifts can help your clients do good, save on taxes, and make the most of their Assets. Hosted by Kylie Johnson, CAP, Director of Planned Giving, Baystate Health. Kylie will be joined by Attorney Michele Feinstein and Steve Dane of CohnReznik. This will be an informative discussion on Charitable Giving from the perspective of the non-profit and estate planning side of it.
About the Speakers
Kylie Johnson
For over two decades, Kylie Johnson has helped donors make charitable gifts that meet their unique needs and goals while allowing them to enjoy the tax-savings and other financial and personal benefits that a gift can provide. A program builder with campaign, major and planned gift expertise, Kylie’s career has spanned grassroots to large nonprofits, including the Saint Louis Symphony Orchestra, UMass Amherst, and Virginia Tech’s one-billion-dollar campaign, as well as experience as a financial advisor with Merrill Lynch. She is currently on the leadership team at Baystate Health Foundation, serving as Director of Planned Giving where she launched a comprehensive planned giving program and advances major gifts. Committed to excellence in serving donors and in educating and partnering with others to promote the power of charitable giving, Kylie earned the Chartered Advisory in Philanthropy (CAP®) designation from the American College of Financial Services, served as the Board and as Co-Chair of the Planned Giving Group of New England’s (PGGNE) Strategic Planning Committee, and served on the board of the Estate Planning Council of Hampden County. She is currently on the board of Valley Classical Concerts and is a long-time instructor for Boston University’s professional fundraising certificate program.
Hyman G. Darling
Hyman has been recognized as one of the area's preeminent estate planners. He has extensive experience with all aspects of estate planning, trusts, tax law, probate and estates, guardianships, special needs trusts and planning, elder law, and long-term care planning. Additional specialties include adoption and real estate.