Events Search and Views Navigation
September 2020
The SECURE and CARES Acts: 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. 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.
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.
Find out more »