Smart Giving: Unlocking the Power of Non-Cash Assets

Join us for a Make-A-Will Month lunchtime event at Missoula Public Library! We will hear from an expert panel on what to consider when donating non-cash assets. They will provide us real life stories and key takeaways. Most charitable gifts are made with cash – yet the majority of wealth in the U.S. is held in non-cash assets like appreciated stock, real estate, and business interests. What if you could use those assets to make a meaningful impact, reduce your tax burden, and preserve your personal wealth? This dynamic, one-hour session brings together estate planning and financial experts who will share real-life strategies for incorporating complex assets into your giving and legacy plans. Whether you’re updating your estate plan, nearing retirement, or just want to give more strategically, this event will help you align your assets with your values. Panelists include: Julie Sirrs, Attorney at Boone Karlberg Bridger Christian, Attorney at Christian, Samson & Baskett + A special guest to be announced soon! A light lunch will be provided. There is no cost to attend this event but please get a ticket to reserve your spot.
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