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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.

Can’t make the virtual event? Register anyway and we’ll send you the recording.

Dec 1, 2021 01:00 PM in Central Time (US and Canada)

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Speakers

Tracy Beard
Financial Advisor @Savant Wealth Management
Wayne Titus
Financial Advisor/Managing Director @Savant Wealth Management