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Charitable Giving: More Than a Donation

Enhance the lives of others as you lessen your tax burden..

Most donations are made at the end of the year, but there's more that just writing a check, and remember, it is important to know if your contribution qualifies for a tax savings.

In this workshop we discuss:

  • How to maximize your charitable donations
  • Gifting your IRA required minimum distribution
  • Non-cash donations in excess of $500
  • Donating appreciated securities
  • Researching your charity

We also review the benefits of foundations and funds for your gifting options such as:

  • Community Foundations
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Donor Advised Funds


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