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September 2020

The SECURE and CARES Acts: Strategies for Planned Giving

September 28 @ 11:00 am
Cindy Atmar

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. As professionals who work with donors and clients to help them achieve their philanthropic and legacy goals, we need to understand these changes and how they might affect our clients’ and donors’ decisions around philanthropy.

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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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