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CHARITABLE GIVING: THE WHO, WHAT, WHERE, WHEN, WHY, AND HOW OF PHILANTHROPY Life and Death Considerations to Give and Get the Most Bang for Your Buck
September 13, 2018 @ 12:30 pm - 2:00 pm
Olivia R. Holcombe-Volke, J.D., will discuss the motivations, opportunities, and tax implications of charitable giving, addressing every type of client – from those with charitable inclinations, regardless of the size of their asset base, to those with sizeable assets, without charitable inclinations – and everywhere in between.
Taxes in brief – the tax implications of charitable giving under current law
Beyond taxes – charitable inclinations in the modern world
Types of charitable giving – is it all the same?
Case studies – what is right, for whom?
Adding value to your client services
To RSVP, please email Jeffrey Stauffer, Community Relations Director, at email@example.com, or call 443-676-9691, by Tuesday, September 11th.