Estate Planning – Legacy and Charitable Giving/Philanthropy (Online) Rescheduled from September

Program Type:

Career, Business & Finance

Age Group:

Everyone
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Event Details

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

REGISTER HERE.