LECTURE

Charitable Giving Simplified

This event has been postponed from January 22 to February 13

Tuesday February 13, 2024 // Social Hour at 6:00pm, Lecture at 7:00pm

The Lorraine Boccardo Theater

Topics covered will include:

An overview of the charitable giving landscape in the country – who is giving, how much is given, and who is receiving it?

Why do people give?

How do people give? – an overview of the most common giving techniques

• Donor advised funds
• Charitable trusts (CRAT/CRUT, CLAT/CLUT)
• Qualified Charitable Distributions from IRAs
• Cash gifts vs. appreciated assets
• Planned giving via a will, trust or beneficiary designation

And, questions to ask yourself if thinking of incorporating philanthropy into your financial plan.