Please RSVP by Sept. 17 HERE

The Heartland Community Foundation is inviting area finance professionals, attorneys, bankers, insurance agents, and other advisors to a special lunch program, Keeping Wealth Local: Year-End Giving Insights for Advisors, on Friday, Sept. 19, from noon to 1 p.m. at Verdant Bistro, 230 E. 8th St., Hays.

This program is designed to give trusted advisors the tools they need to guide meaningful client
conversations about charitable giving. Attendees will enjoy a complimentary Italian lunch while
networking with peers and catching up with colleagues, and they’ll leave with practical insights on
year-end giving strategies, new community giving trends, and changes in federal tax law that will
affect charitable giving in the coming years.

Advisors who attend will:
• Hear the latest transfer of wealth data for Northwest Kansas, commissioned this year by the Patterson         Family Foundation and showing an even larger intergenerational shift than previously realized throughout     the area.
• Learn about year-end giving strategies that may benefit their clients while keeping wealth working in the   local community.
• Explore local trends in philanthropy and the community needs emerging in Ellis, Rooks, and Trego counties,   including how nonprofits are navigating increased demand for services and the vital role charitable giving   plays in sustaining them.
• Gain a preview of anticipated changes in charitable giving under the One Big Beautiful Bill Act (OBBBA),   signed into law this summer. Starting in 2026, the OBBBA will allow nonitemizers to deduct    certain gifts,   introduce new deduction floors for itemizers and corporations, cap deductions for high-income donors, and   increase estate and gift tax exemptions. These changes present both opportunities and challenges for   donors and will shape giving strategies in the years ahead.
• Discover opportunities to partner with Heartland through programs like the Heartland Outside Managed   Fund Advisor Program, which allows financial advisors to continue managing client assets while supporting   charitable giving. Find more information here: https://heartlandcommunityfoundation.org/advisors/

“This is about partnership,” said Sarah Meitner, Executive Director of Heartland Community
Foundation. “Local advisors and attorneys play a vital role in helping clients achieve both their
financial goals and their desire to give back. Together, we can ensure that more wealth stays local
and strengthens our community for generations to come.”

Please RSVP by Sept. 17 at https://forms.gle/WZ4nk6XihYsPu3KV7. More information about
Heartland Community Foundation is available at www.heartlandcommunityfoundation.org.
For questions, contact Sarah Meitner at heartland@gscf.org.