F2: "Charitable Giving & Leaving a Legacy"
October 20, 2017 | 10:00-11:30 am
Description: Making a charitable donation is not only a chance to make a difference: it’s also an excellent way to reduce your tax burden for the year. Many people give to charities each year and there are some tax rules and gifting options you should consider before you give. In this presentation we will discuss selecting a qualified charity, keeping proper records, planned giving and charitable trusts.
Designed for: Anyone interested in learning more about charitable donations
Facilitators: Dennis Landfried, Billie Porter (Guest Presenters - FineMark Bank)
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