Financial and Estate Planning
Lunch & Learn
November 14, 2024 | 11:00 am - 1:30 pm
forever depends on choices we make today.
financial and estate planning for conservation impact.
Natural Lands’ community of supporters and volunteers enables our mission delivery. Join us for a special luncheon program—featuring three of our trustees—to learn more about ways you can extend your philanthropic impact now, as well as leave a conservation legacy for the future.
SUSAN P. MUCCIARONE
MODERATOR
Until her retirement in 2023, Susan—chairperson of Natural Lands’ Board of Trustees, who has more than 30 years of experience in private wealth and institutional investment management—served as executive director of private wealth at Glenmede.
ANN T. LOFTUS, ESQ.
PANELIST
With more than 30 years of legal practice in estate and trust planning, Ann—currently senior counsel at Ballard Spahr—has extensive experience with charitable bequests and estate planning techniques as well as a broad range of other interesting charitable gift making tools.
ROBERT K. STETSON
PANELIST
As a founding partner at Veritable and now managing director at Pathstone, Bob brings more than 30 years of experience to his enthusiasm for using retirement vehicles—including IRAs—to provide tax-wise philanthropic support.
- 11:00 am– 12:30 pm: financial and estate planning for conservation impact
- 12:30 – 1:30 pm: lunch and conversation
Registration by November 7th required to reserve your spot.
Questions – contact Kersten Appler at 610-353-5587 x313
The former farm fields at Hildacy have been converted to meadows dominated by native grasses such as big and little bluestem, Indian-grass, and switchgrass. Native grass meadows provide valuable habitat for many bird species that are in decline across their ranges. Eastern Bluebirds, American Kestrels, Indigo Buntings, and Red-shouldered Hawks have all nested at Hildacy in recent years.
Crum Creek, a tributary to the Delaware River, meanders through the preserve. The creek is the leading drinking water source for Delaware County residents and was designated a “Special Protection Stream” by the PA Department of Environmental Protection. With help from volunteers and Pennsylvania’s TreeVitalize program, we have planted hundreds of trees along the edge of Crum Creek to improve water quality. Trees and other plants in this area filter the nutrients and sediments transported by surface and groundwater flowing into the creek. Native trees also provide shade and food that benefit fish and other aquatic species.
In 2001, we completed a renovation to our headquarters, including a large addition to the original farmhouse. Throughout the design and construction process, we were careful to minimize environmental impacts. A geothermal system takes advantage of the earth’s constant temperature to heat and cool the building, while the extensive use of glass and exterior shades allow us to reduce heating costs in the winter and lighting costs year-round.
Registration
Registration by November 7th required to reserve your spot.
Questions – contact Kersten Appler at 610-353-5587 x313
Cancellation:
Events may be cancelled due to inclement weather or low registration. In that case, we will make every effort to update our website and contact registrants. Note that we cannot offer refunds of paid registrations or ticket purchases, but rest assured that your donation will help us in our work to save open space, care for nature, and connect people to the outdoors.
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Participant Waiver:
By registering for this event, I, as the participant, and/or parent or legal guardian of a minor participant, do hereby understand and acknowledge that by participating, in this, or any, Natural Lands’ event or activity, I am agreeing to indemnify and hold harmless Natural Lands, their respective administrators, directors, agents, officers, members, volunteers, employees, other participants, any sponsors, advertisers, and, if applicable, owners and lessors of premises on which the Activity takes place, (each considered one of the “RELEASEES” herein).
I further acknowledge, agree, and represent that I understand the nature of the Program and related Activities and my and/or the Minor’s experience and capabilities, and believe that I and/or the minor are qualified, in good health, and in proper physical condition to participate in such activity. I willingly agree to comply with the stated and customary terms and conditions of participation.
I fully understand that: (a) the Program and related Activities involve risks and dangers of damage to personal property and serious bodily injury, including permanent disability, paralysis, and death (“risks”); (b) these Risks and dangers may be caused by my and/or the Minor’s own actions or inactions, the actions or inactions of others participating in the Activity, the condition in which the Activity takes place, or the negligence of the “releasees” as aforementioned; (c) there may be other risks and social and economic losses either not known to me or not readily foreseeable at this time; and I fully accept and assume all such risks and all responsibility for losses, costs, and damages I and/or the minor incur as a result of my participation or that of the Minor in the Activity.
I hereby release, discharge, and covenant not to sue Natural Lands or any of their “releasees” from all liability, claims, demands, losses, injuries, damage to property, or other damages on my and/or the minor’s account caused or alleged to be caused in whole or in part by the negligence of the “releasees” or otherwise, including negligent rescue operations; and I further agree that if, despite this release and waiver of liability, assumption of risk, and indemnity agreement I, the Minor, or anyone on the Minor’s behalf makes a claim against any of the Releasees, I will indemnify, save, and hold harmless each of the releasees from any litigation expenses, attorney fees, loss, liability, damage, or cost which any may incur as the result of such claim.
I have read this Agreement, fully understand its terms, understand that I have given up substantial rights by registering for this event, and have done so freely and without any inducement or assurance of any nature and intend it to be a complete and unconditional release of all liability to the greatest extent allowed by law and agree that if any portion of this agreement is held to be invalid, the balance, notwithstanding, shall continue in full force and effect.
