Estate Planning – Legacy and Charitable Giving/Philanthropy

Charitable giving is an incredible way to positively impact organizations, foundations, and causes near and dear to your heart. Whether philanthropy and charitable giving is a regular part of your life or if you are considering it as an integral component of your estate plan, charitable giving can be a wonderful way to leave a lasting legacy.

Stephen R. Elville, Managing Principal and Lead Attorney at Elville and Associates, will discuss the motivations, opportunities, and tax implications of charitable giving, addressing every type of individual — from those with charitable inclinations, regardless of the size of their assets, to those with sizable assets, without charitable inclinations — and everyone in between.

Topics of discussion will include:

• Types of charitable giving – are they all the same?

• Why do donors engage in charitable giving?

• Taxes in brief – the tax implications of charitable giving under current law

• Beyond taxes – charitable inclinations in the modern world

Creativity in planned giving

• Keeping it simple

• Securing your legacy

• Case studies – what is right, for whom

More Webinars from Elville and Associates

The education of clients and their families through counseling and superior legal-technical knowledge is the mission of Elville and Associates.  We hold multiple educational events every month. Click to view our calendar of educational webinars and events or visit the Elville and Associates YouTube channel to view recordings of our past webinars.

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