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Financial and Estate Planning Panel and Luncheon

March 27 @ 11:00 am - 1:30 pm

forever depends on choices we make today.
financial and estate planning for conservation impact. 

Natural Lands’ community of members, volunteers, and partners makes our mission delivery possible. Join us for a special luncheon program to learn more about ways you can extend your philanthropic impact now, as well as leave a conservation legacy for the future. 

  •  11:00 AM – 12:30 PM | program: financial and estate planning for conservation impact 
  •  12:30 – 1:30 PM | buffet lunch and conversation 

Registration by March 19th required to reserve your spot.
Questions – contact Kersten Appler, director of planned giving, 610-353-5587 x313

Susan P. Mucciarone 

MODERATOR
Until her retirement in 2023, Susan—chairperson of Natural Lands’ Board of Trustees, who brings deep experience in private wealth and institutional investment management—served as executive director of private wealth at Glenmede. 

Ann T. Loftus, Esq. 

PANELIST
With a long-standing 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 charitable gift-making tools. 

Todd Sampsell 

PANELIST
Todd, who joined Natural Lands in 2021 as vice president of conservation, has a 30-year career in our field and experience working with donors who—as a component of their philanthropy—wish to have an organization use proceeds from the sale of their real estate to advance conservation. 

Robert K. Stetson 

PANELIST
As a founding partner at Veritable and now managing director at Pathstone, Bob brings a wealth of experience to his enthusiasm for using retirement vehicles—including IRAs—to provide tax-wise philanthropic support. 

When

Date:
March 27
Time:
11:00 am - 1:30 pm
Event Category:

Where

Hildacy Preserve
1031 Palmers Mill Road
Media, Pennsylvania 19063
Directions
View Venue Website

Registration is required to reserve your spot. Your online registration signifies acceptance of our terms and conditions (read in full below). Questions? Please contact us.

  • $0 – per person
register now

Event Terms and Conditions

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.