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April 2020

The SECURE Act – Strategies for Planned Giving

April 6 @ 12:00 pm
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.

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August 2020

Gifts Gone Bad: Can you REALLY draft to preserve charitable intent?

August 31 @ 12:00 pm
Susan Staricka

Perspectives from a former State Charity Official

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September 2020

September 28th, 2020 Luncheon

September 28 @ 12:00 pm

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

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November 2020

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

November 9 @ 12:00 pm
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 @ 12:00 pm

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

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