Insights: Events Creating Thoughtful (and Tax-Wise) Philanthropic Legacies in any Economic Climate

FELNET

Friends of ELNET (FELNET) hosted a seminar focused on legacy giving. The speakers will discuss various topics including:

  • Properly blending charitable giving into your year-end tax and investment planning
  • Tax benefits and advantages to planned giving with your IRA and other tax-inefficient assets
  • Preserving current cash needs while ensuring a philanthropic legacy or providing long-term cash flow to charity while preserving a family legacy
  • Case examples of legacy planning
 

Event Details

Wednesday, November 16, 2022



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