Join Montgomery County Community College for “Creative Giving Opportunities 2021: Charitable Giving Without Your Checking Account.”
This virtual seminar begins Friday, March 26 from 9-10 a.m. and will feature: Corey Talone, CPA, CGMA, Partner, Henry Frank & Company, Jennifer Ashley, J.D. CAP® Planned Giving Officer Univest Foundation and Susan T Gillespie, Vice President and Wealth Advisor, Truist Wealth.
TOPICS TO BE DISCUSSED:
Charitable Gift Annuities:
• What are they?
• Why are they a good gift?
• When do they make sense?
Creative Giving Tactics:
• Donor advised funds
• Direct gifts of stock and other
Appreciated property
• Itemized vs standard deduction
Charitable giving strategies:
• Bunching contributions
• IRA direct gift to charity
• Advanced strategies
The event is free and open to the community. Register by Tuesday, March 23
For more information please contact: legacy@mc3.edu or visit mc3.edu/legacy
Friday Mar 26, 2021
9:00 AM - 10:00 AM EDT
Friday, March 26 from 9-10 a.m.
Online
The event is free and open to the community but registration is required. Register by Tuesday, March 23.
Montgomery County Community College
Send Email
TriCounty Area Chamber of Commerce
152 East High Street, Suite 200
Pottstown, PA 19464
Phone: 610.326.2900