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April 2020
The SECURE Act – Strategies for Planned Giving
The passage of the SECURE Act in December 2019, which stands for “Setting Every Community Up for Retirement Enhancement,” will impact retirement plan accumulations and distributions.
Find out more »August 2020
Gifts Gone Bad: Can you REALLY draft to preserve charitable intent?
Perspectives from a former State Charity Official
Find out more »September 2020
September 28th, 2020 Luncheon
Save the Date! (Date is tentative/subject to change) More information coming soon.
Find out more »November 2020
Give it Away Now: Thinking Beyond Retirement Income in Split Interest Gifts
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.
Find out more »December 2020
December 7th, 2020 Luncheon
Save the Date! (Date is tentative/subject to change) More information coming soon.
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