July 2014 

Philanthropy Learning Exchange 

Chip Bryce, Director, Cornell’s Office of Trusts, Estates, and Gift Planning 

Justine Guariglia, Senior Gift Planning Officer, Cornell’s Office of Trusts, Estates, and Gift Planning  

Planning A Charitable Retirement: Leave a Legacy While Living Well

Some famous quotes along this line are: “A successful person dies broke”; “There are no pockets in a shroud”, and “You can’t take it with you”. However, all of nature, human included, has security, survival and protection of offspring as a base instinct.

Thus, there is inherent conflict between these two statements.

Please join us to learn some tried and true practices and ideas that mitigate this conflict and, in fact, marry these two ideas into a plan of living well while doing good.