Oppenheimer Circle Event | Planned Giving Panel Discussion | Exploratorium

The Exploratorium held its first Planned/Legacy Giving panel discussion for members and guests of the Oppenheimer Circle, the Exploratorium’s Legacy Society for donors who have promised or given the Exploratorium a planned gift. Held on January 25, 2024, the panel discussion was hosted by David Sweet, Planned/Legacy Giving Officer at the Exploratorium, in conjunction with Jason Nossiter and Marisa Swystun, Principals from Bernstein Private Wealth Management.
David, Jason, and Marisa discuss all things planned giving, including tax-advantaged planned giving strategies, Donor-Advised Funds (DAFs), and how to help endow a program at the Exploratorium. If you have any questions about planned/legacy giving as a result of watching this video, please feel free to contact David Sweet at the Exploratorium at [e-mail], or call him at 415-528-4483. You can also read more about planned/legacy giving by visiting our website at www.exploratorium.edu/support...

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Yaaaas, war crime appreciation 😍