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Planned Giving Webinar

Watch the recording of the Planned Giving Webinar here.

09/20/2022 @ 7:30 pm 8:15 pm

If your donation could potentially save you taxes, increase financial security for yourself or your family, return income. or leave a legacy, would you like to know more?

Steven L. Schwartz, principal advisor at Philanthropic Visions

If your answer is yes, or even maybe, join HistoryMiami Museum and planned giving expert, Steven Schwartz, principal advisor at Philanthropic Visions, for a FREE webinar on Tuesday, Sept. 20 at 7:30 pm via Zoom.

The webinar is for everyone and provides a great opportunity for you to learn about legacy gifts and to ask your planned giving questions. You’ll walk away with knowledge of how these powerful gift options can benefit you, your family, and our community.

Topics Include:

  • Why should I be interested in planned giving?
  • Common myths
  • Planned giving is for anyone, anytime
  • Tax-smart gifts, now or later
  • Finding the legacy gift that fits your needs

Watch our webinar video here and get ready to broaden your philanthropic horizon.

To request materials in accessible format, sign language interpreters, and/or any disability accommodation, please contact Hana Squires, Accessibility Coordinator, at accessibility@historymiami.org or call (305) 375-1621 at least two weeks in advance of your visit to initiate your request. TTY users may also call 711 (Florida Relay Service.)


By entering the premises, you consent to interview(s), photography, audio recording, video recording and its/their release, publication, exhibition, or reproduction to be used for news, web casts, promotional purposes, telecasts, advertising, inclusion on web sites, or any other purpose by HistoryMiami Museum (HMM) and its affiliates and representatives. You release HistoryMiami Museum (HMM) its officers and employees, and each and all persons involved from any liability connected with the taking, recording, digitizing, or publication of interviews, photographs, computer images, video and/or or sound recordings. By entering the premises, you waive all rights you may have to any claims for payment or royalties in connection with any exhibition, streaming, webcasting, televising, or other publication of these materials, regardless of the purpose or sponsoring of such exhibiting, broadcasting, webcasting, or other publication irrespective of whether a fee for admission or sponsorship is charged. You also waive any right to inspect or approve any photo, video, or audio recording taken by HistoryMiami Museum (HMM) or the person or entity designated to do so by HistoryMiami Museum (HMM) You have been fully informed of your consent, waiver of liability, and release before entering the premise.