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Malvern Bank to Host Free Event: “Gainful Giving; A Charitable Giving Seminar”

Malvern Bank to Host Free Event: “Gainful Giving; A Charitable Giving Seminar”

How nonprofits’ financial needs can intersect with philanthropic giving in the most mutually beneficial way.

PAOLI, Pa., November 3, 2022 - Malvern Bank, N.A., will host a free seminar – “Gainful Giving; A Charitable Giving Seminar” – on Tuesday, November 29, in the Washington Building at Historic Yellow Springs, 1701 Art School Rd., Chester Springs, Pa. A “mix and mingle” will begin at 4:30 p.m. with the program beginning at 5:30 p.m.
Attendance is free but registration is required. Reservations can be made by visiting the Malvern Bank website’s Charitable Giving online registration page at https://mymalvernbank.com/invest/charitable_giving.html#register.

“This seminar will offer important information on how nonprofits’ financial needs can intersect with philanthropic giving in the most mutually beneficial way,” said Anthony C. Weagley, President and CEO of Malvern Bank and President of its charitable arm, the Malvern Federal Charitable Foundation. “Attendees will learn about maximizing the impact of their donations to their favorite charities. And potential donors will have the opportunity to meet representatives of several regional nonprofits.”

The seminar’s featured speaker is Laura Fredricks, JD, and international consultant, speaker, and best-selling author. Fredricks has been inspiring individuals and families for more than 30 years to make the right charitable gift at the right time through the right vehicles that accomplishes their philanthropic goals.

Fredricks will lead a discussion focused on charitable strategies, from the simple to the complex, with different methods of giving that will allow donors to better decide what charitable giving plan fits their philanthropic goals now and in the future.

Seminar topics will include:

·              How lifetime gifts differ from charitable bequests.
·              How income tax deductions factor into charitable gifts.
·              Giving methods that defer donations but yield upfront benefits to donors.
·              How to donate effectively using assets such as retirement benefits or life insurance.
·              Techniques that give donors the flexibility to change their mind about which organizations will receive their charitable donations.

“Charitable giving can be much more than an end-of-year check to your favorite nonprofit,” Fredricks said. “It can be a key element in a financial plan that, if structured properly, will not only accomplish philanthropic goals but also will provide tax and income benefits that can further your personal financial objective.”

Local nonprofit organization representatives will be in attendance and will have information about their organizations for donor attendees to consider. The event will begin with a “meet the nonprofits” mix and mingle followed by Fredricks’ presentation.

“As we move forward in our lives, many of us begin to think of what our legacy will be, and we may not know what opportunities are available or how to actualize them,” said Weagley. “This first-time seminar is a great way for donors to learn some of the ways they can achieve their personal goals and meet representatives from local nonprofit groups – all at one time and in one place."


About Malvern Bank, National Association
Malvern Bank, National Association, the wholly owned subsidiary of Malvern Bancorp, Inc. (NASDAQ:MLVF), was originally organized in 1887 as a federally-chartered savings bank. The Bank now serves as one of the oldest banks headquartered on the Philadelphia Main Line. For more than a century, Malvern Bank has been committed to helping people build prosperous communities as a trusted financial partner, forging lasting relationships through teamwork, respect, and integrity.
 
Malvern Bank conducts business from its headquarters in Paoli, Pa., a suburb of Philadelphia, and through its other banking locations in Chester and Delaware counties, Pennsylvania; Morristown, N.J., its New Jersey regional headquarters; and in Palm Beach, Fla. The Bank also maintains representative offices in Wellington, Fla., and Allentown, Pa.  The Bank’s primary market niche is providing personalized service to its client base. 
 
For further information regarding Malvern Bank, National Association, please visit the Bank’s website at http://www.mymalvernbank.com

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