Event InfoStart: May 24, 2021 - 12:00pm
End: May 24, 2021 - 1:00pm
Please join us Monday, May 24th at noon – 1 p.m. Our goal is to start a conversation that builds a thoughtful approach around the dollars you give to your local charities. We will start a conversation on basic strategies that can impact your personal planning and change the course of your community.
Planned Giving // simple strategies for all ages, young professionals through retirees
Tax Efficient Gifting Strategies for Giving // utilization of retirement accounts versus other assets
Required Minimum Distributions // what you need to know about Qualified Charitable Distributions
RSVP here for the link to the Zoom call: https://bit.ly/3eqgcXI