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Thoughtful Giving Panel Presentation
Have you considered giving through stock, qualified charitable distributions, or donor-advised funds? Learn what planned giving is and how to create a legacy of giving beyond your lifetime. These topics and more will be covered by The River's Legacy Resource Council in a panel presentation with time for Q&A afterward.
Topics:
-Qualified charitable distributions from IRAs
-Ease of gifting appreciated stocks to The River
-Company match campaigns and how to maximize your match
-Donor-advised funds and why people use them
-Benefits of designating charities as beneficiaries of pre-tax retirement assets
-Estate tax benefits of charitable giving
-Types and uses of charitable trusts
-And more!
Speakers:
-Jacob Hamus, CFP, Private Wealth Advisor, Managing Director, Ameriprise Financial
-Diana Eisenberg, Attorney, Stroud Willink & Howard LLC
-Peter Osman, Attorney, Borakove Osman, LLC
No cost to attend! Free parking is available in The River's parking lot or on the street.
REGISTER HERE: https://secure.qgiv.com/for/plannedgivingpanel2025/event/plannedgiving/
Questions? Please contact [email protected] or (608) 665-0819.
Event Links
Tickets: https://go.evvnt.com/2907159-0
