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Estate Planning – Legacy and Charitable Giving/Philanthropy

September 27, 2023 @ 10:00 am - 11:30 am

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 

Please RSVP here to secure your registration and receive the webinar link. Should you have any questions before the webinar, please contact Community Relations Director Jeff Stauffer at jeff@elvilleassociates.com, or 443-393-7696 x117.  We look forward to hosting you!

For CFPs, CPAs, and various other professionals, 1.5 continuing education hours will be available for those that attend this webinar.

#elvilleeducation

#elvillewebinarseries

Details

Date:
September 27, 2023
Time:
10:00 am - 11:30 am
Event Category: