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Are You a Lover of the Arts and Want to Secure Your Legacy?

December 7 @ 11:30 am - 1:00 pm

Baltimore-Washington Financial Advisors, The Columbia Orchestra, Elville and Associates, and the Community Foundation of Howard County invite you to a discussion on charitable giving and philanthropy, endowments and foundations.
Thursday, December, 7th — 11:30 a.m. to 1:00 p.m.
5950 Symphony Woods Road, Suite 600, Columbia, Maryland  21044
Presenting at this can’t-miss event will be Baltimore Washington Financial Advisors’ Managing Director Sandy Hornor, Elville and Associates’ Principal Stephen R. Elville, the Columbia Orchestra’s Music Director Jason Love, and the Columbia Foundation of Howard County’s President and CEO Beverly White-Seals.

TOPICS WILL INCLUDE:

• Donor-Advised Funds: Donor-Advised Funds (DAFs) are funds held within, and managed by, a public charity. Community foundations, such as the Community Foundation of Howard County, helped grow the DAF effort as a way to better manage individuals’ charitable giving desires.
• Charitable Remainder Trusts: A Charitable Remainder Trust (CRT) is an irrevocable, tax-exempt trust with two parts: 1) The Income Interest: the income paid to the individuals who established the trust (or their designated beneficiaries) for their lifetime or a term of years. 2) The Remainder Interest: a charitable organization that receives the assets remaining in the CRT when the trust reaches its term.
• Private Foundations: A Private Foundation is a nonprofit organization with a principal fund managed by its own directors or trustees.
• Gifting Complex Assets: Land, residence, commercial property, closely-held stock, artwork, etc.
To RSVP, please contact Jeff Stauffer, Community Relations Director, at 443-393-7696, or jeff@elvilleassociates.com.

Details

Date:
December 7
Time:
11:30 am - 1:00 pm
Event Category:

Organizer

Elville and Associates
Phone:
443-393-7696
Website:
http://www.elvilleassociates.com/

Venue

Baltimore Washington Financial Advisors
5950 Symphony Woods Road, Suite 600
Columbia, MD 21044 United States
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