CREATIVE GIVING OPPORTUNITIES 2021: CHARITABLE GIVING WITHOUT YOUR CHECKING ACCOUNT

CREATIVE GIVING OPPORTUNITIES 2021:

CHARITABLE GIVING WITHOUT YOUR CHECKING ACCOUNT

FEATURING:

Corey Talone

CPA, CGMA, Partner

Henry Frank & Company

Jennifer Ashley, J.D. CAP®

Planned Giving Officer

Univest Foundation

Susan T Gillespie

Vice President and Wealth Advisor

Truist Wealth

FRIDAY, MARCH 26, 2021 9:00 – 10:00 AM

Register by Tuesday, March 23

https://mc3-edu.zoom.us/webinar/register/WN_EbesBFHxTeawKAC9XMB3Jg

TOPICS TO BE DISCUSSED:

Charitable Gift Annuities:

• What are they?

• Why are they a good gift?

• When do they make sense?

Creative Giving Tactics:

• Donor advised funds

• Direct gifts of stock and other

Appreciated property

• Itemized vs standard deduction

Charitable giving strategies:

• Bunching contributions

• IRA direct gift to charity

• Advanced strategies

Please submit questions for the speakers with your registration.

For questions or more information please contact us:

legacy@mc3.edu