Charitable Gifting

While nearly one-third of annual giving occurs in December, smart donors are finding strategic ways to make a difference all year ‘round. Join financial advisors Wayne Titus, CPA/PFS, AIFA®, and Tracy Beard, CFP®, AIF®, MSFS, to learn how to create a gifting strategy that not only supports your favorite causes but also helps create tax efficiencies to save you money.

During this educational webinar, you will learn how to:

• Make a bigger difference in your community by creating a gifting plan instead of making one-off donations;
• Use tax-smart gifting strategies such as giving appreciated non-cash assets instead of cash, bunching charitable contributions to maximize deductions, and giving more by donating retirement assets;
• Use gifting strategies in a 20- to 40-year plan to mitigate longer-term tax impacts; and
• Use donor-advised funds to support your favorite causes.

This event has passed.