MCCC Creative Giving Opportunities 2021

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