P-2351

Let's Prepare for Tomorrow

Description

Financing

Documents

Photos

History Logs

Project Description

Country: USA

Location: NYC - Chinatown/3 Bridges

Total Budget: $5,000

Area of Focus: Economic and community development

Activity Type: Education: Literacy

Summary: Be prepared kits: Financial, health, and aging literacy


For all ages with a focus on seniors. Be prepared for the future - financial and estate decisions, medical decisions, end of life prep.

Present a series of workshops in Cantonese and English on the issues and provide a kit with checklists, and basic documents. The kit helps participants organize and document their thoughts and wishes concerning health care, finances, property, and insurance. Consultant is an elder care/estate attorney specializing in financial and estate planning literacy who speaks Cantonese and English. Training on the use of the kit encourages participants to discuss their wishes with family members. Members of the Rotary Club will help with training by hosting tables where individuals and families can talk one on one about the forms and the importance of planning.

Project Contact Person

District: 7230

Rotary Club of: Chinatown

Primary Contact: Anny jiang

Email: anny.jiang2@yahoo.com

Project Status

Approved
This project is "Approved". This means that the district leadership has reviewed and approved the allocation of district funds for this project. Once the funds from the district have been issued, the status of the project will be changed to "Paid".

Project listed for the 2018-19 Rotary Year.

Proposed Financing

Existing Contributions Towards This Project

Date

Cash

DDF

Total

Chinatown (7230)

22-Jun-18

$2,500

$2,500

$5,000

Total

$2,500

$2,500

$5,000

Project Supporting Documents


[19-Sep-18]
Financial Management Plan


[26-Oct-18]
Letter of Engagement


[19-Sep-18]
MOU 201819


[19-Sep-18]
Project budget

Project Photos


There are no photos yet for this project.
Go to the administration page to upload photos.

History Log Entries

22-Jun-18

System Entry

System Entry: Creation of project page.

19-Sep-18

by Taylor Eskew

System Entry: Project sent for club signatures.

19-Sep-18

System Entry

System Entry: Project signed by Peter Chan.

2-Oct-18

by Anny jiang

System Entry: Project signed by Anny jiang.

2-Oct-18

by Mary Shackleton

System Entry: Project approved by the District Approval Committee.

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