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Webinar:

Webinar: Creating a Lasting Legacy Philanthropic & Charitable Tax Planning

Webinar: Creating a Lasting Legacy Philanthropic & Charitable Tax Planning

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What to Expect

Join us for a 60-minute virtual presentation about charitable planning techniques that minimize taxes and more importantly fulfill philanthropic goals and create a lasting legacy to help others:

  • Donor Advised Funds
  • Donating an IRA and Other Retirement Assets
  • Bunching of Charitable Deductions
  • Use of Appreciated Property Donations
  • Advanced Charitable Giving Techniques

Webinar Speakers

Questions

Any questions, contact Jill Lock, Director of Marketing, or call (484) 434-2032.