Smart and Tax-Efficient Charitable Giving Seminar
Date: Wednesday, April 24
Location: Jason's Restaurant
RSVP: Required. Seating is limited, RSVP to Julie Hill
Learn strategies to leave a legacy with a charitable gift that offers potential tax savings and financial planning benefits for you and your family. Charitable gifts to be covered include bequests (wills and living trusts), beneficiary designations, appreciated stock, Individual Retirement Accounts (IRAs), real estate, Charitable Gift Annuities (CGAs), and Charitable Remainder Trusts (CRTs).