Demystifying Charitable Giving: Maximize Your Impact, Minimize Your Taxes

Complimentary breakfast will be served from 10:00 - 10:30AM, followed by an expert-led panel discussion.

This event is FREE AND OPEN TO THE PUBLIC, but we ask that you register ahead of time!

Join us for this discussion on how to make your charitable giving more strategic, tax-efficient, and impactful.

What you'll learn:
• How to use Qualified Charitable Distributions (QCDs) from your IRA
• Donating appreciated stock to maximize tax benefits
• Using 529 plans for charitable and educational legacy giving
• Incorporating estate planning into your philanthropic goals
• Strategies to reduce your tax burden through smarter giving

This event is free and open to the public! It is designed for individuals planning for retirement, families exploring legacy giving, advisors and estate planning professionals, and anyone interested in effective and efficient charitable giving.

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