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Please join us on Wednesday, October 17th for a special seminar on charitable planned giving. This event is open to the public.
Planned giving can do two things, lower taxes and trade a gift for income. It is sometimes referred to as gift planning or legacy giving. Some planned gifts provide life-long income to donor. Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate.
Planned giving allows for a donor to have a more meaningful impact with their gifts and potentially reduce unnecessary taxes.
Topics to be discussed include: