Join us for an inspiring look at how charitable giving can support the causes you care about while strengthening your overall financial plan. Finance Uncorked will share practical and tax-smart approaches.
You’ll learn:
The benefits of donor-advised funds and charitable trusts
How to give appreciated assets instead of cash
Strategies for maximizing tax deductions
How to align giving with long-term goals
Approaches to multi-year and legacy giving
Whether you give occasionally or philanthropically, this session helps you make the most of your generosity.
