Planning Today for Giving Tomorrow – Hosted by Big Brothers Big Sisters

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