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      Annex University: Charitable Giving 10/3/19 - Mequon in Mequon


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      October 3, 2019

      Thursday   3:00 PM

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      EVENT DETAILS
      Annex University: Charitable Giving 10/3/19 - Mequon

      If charitable giving is an important part of your legacy, then please join us as we go over some of the tax and estate planning concepts surrounding charitable giving. In this workshop, we’ll cover giving strategies such as: Varying ways to give; goods, time, cash, and noncash Charitable donations from your IRA Donor Advised Funds vs. Private Foundation Charitable Trusts Tax Considerations when making charitable donations a part of your estate plan We encourage you to bring a friend that is also interested in learning about various planning concepts related to Charitable giving.

      Categories: University & Alumni

      Event details may change at any time, always check with the event organizer when planning to attend this event or purchase tickets.