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November 2020

Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts

November 9 @ 11:00 am
Rebecca Bibleheimer

The current tax law landscape has left us with a challenging and at times formidable tax planning environment. The silver lining of this situation is the fertile ground it provides for charitable planning and the opportunity for philanthropic individuals to make their important legacy gifts.

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December 2020

December 7th, 2020 Luncheon

December 7 @ 11:00 am

Save the Date! (Date is tentative/subject to change) More information coming soon.

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