Oasis
and Modera are partnering to hold an educational workshop on June 19th
at Edgewood Country Club from 6pm to 8pm.
The organizations have united to host an event to share their thoughts
with those interested in pursuing philanthropic endeavors. Oasis Executive Director Sister Gloria Perez
will provide insights on how to evaluate charities when considering donating
and/or volunteering to local efforts. Modera
principal and wealth manager Adam Leone will share perspectives on how to give
and its implications from a tax and estate planning perspective.
”Partnerships
with charities have come a long way from spare change in collection jars,” said
Sister Gloria Perez. “It is important to have a strategy in place to help make
sure philanthropic giving is effective and meaningful. Evaluating charities is
an important part of that strategy.”
“Carefully
planned charitable giving can provide individuals not only with a way to
support causes close to them during and after their lifetimes, but also with
the added benefit of affecting their current and future tax and estate plans,”
said Adam Leone.
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Educational Workshop on
Charitable Giving
June
19th 6pm to 8pm, Edgewood County Club, 449 Rivervale Road, River
Vale, NJ 07675
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Wine,
appetizers, and tea/coffee will be served.
Cost: $25
To
RSVP for the event: http://www.oasisnj.org/Events.htm
For more information, please contact Lynn McCormack,
Oasis at 973-881-8307 x 108 or Anna Lui, Philanthropy Committee @ Modera at
201-768-4600.
About Oasis
The mission of Oasis is to change the lives of
women and children by breaking the cycle of poverty through compassionate
programs designed to feed, clothe, educate and empower women and children in
need. Based in Paterson, New Jersey, Oasis programs include GED, ESL, computer
and workplace readiness classes; an after-school program, summer camp, and teen
program; and basic needs services such as breakfast and lunch program, food
pantry, emergency clothing distribution, and baby supplies. www.oasisnj.org
About Modera Wealth Management, LLC
Modera
Wealth Management, LLC is a fee-only, independent
wealth management firm that works with individuals, families, endowments, foundations and
others in the areas of retirement planning, estate planning, income tax
planning, investment management, risk protection, stock option analysis and
education planning. As a fiduciary, Modera provides
objective counsel based on its commitment to the highest level of ethics. As of March 31, 2014, the firm managed more
than $1.3 billion in client assets. www.moderawealth.com
