Entrusted: Designing a Legacy That matters

A Luncheon with David York

At the Heart of the City Foundation, we believe generosity is about more than giving—it’s about living with purpose and leaving a legacy that reflects what matters most.

We invite you to a special luncheon that will help you reimagine estate planning through the lens of faith, values, and lasting impact.

At this inspiring event, you’ll discover:

  • Why your true wealth is more than your balance sheet

  • How to pass on values as well as valuables

  • The Seven Disciplines that help families transfer purpose-filled wealth across generations

David R. York is an Attorney, Certified Public Accountant and Managing Partner with the Salt Lake City law firm of York Howell. David practices law in the areas of estate planning, tax, business planning, and non-profit entities. He has extensive experience working with charitable planning, purpose trusts, private trust companies, and advanced trust planning.

He is the co-author along with Andrew Howell of Entrusted: Building a Legacy That Lasts. David has spoken to hundreds of public groups and professional organizations, including Ted, Q Commons, Stanford University, and the Purposeful Planning Institute.

David lives in the Salt Lake City, Utah area with his wife Mindy and their five children—Emma, John, Samuel, Hudson, and Avery. He enjoys biking, skiing, softball, writing, and photography.

Date & time: October 10, 2025 • 11:45 am - 1 pm

Place: The Country Club of Orlando • The 1911 Room

Cost: $25 (+$3.52 processing charge) per person

Space is limited! Please RSVP by October 3, 2025.