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Planning to Give

December 19, 2023 @ 11:30 am - 12:30 pm

Rescheduled from December 4!

Click here to register!

Our money down the road can only go three places: our heirs, the IRS, or to a charity – and many of us have more control than we may know over how much goes to each. Join us in this virtual presentation to learn strategies for redirecting what otherwise would go to the IRS to the charities you support instead. Topics that will be discussed are: how to get tax benefits now for gifts that are made to a qualified charity sometime in the future, how to avoid tax on Required Minimum Distributions from IRAs and 401k’s, the benefits of Donor Advised Funds, and a variety of different types of Trusts.

Presented by Fran McKay of Catalyst Wealth Planning.

Email with any questions.


December 19, 2023
11:30 am - 12:30 pm
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