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(WEBINAR) Win/Win Charitable Giving | 11/12/20 (3:00pm CST/ 4:00pm EST)

November 12, 2020 @ 3:00 pm - 3:45 pm

Charitable giving is an important component of the economy and has more societal benefits than we can count, but it also has some added tax benefits. To maximize those tax benefits, it’s important to understand a variety of charitable giving techniques to determine what fits best into your personal financial and tax plan. In this workshop, we’ll cover the following gifting strategies:

  • Ways to give: time, cash, and non-cash goods
  • Charitable donations from your IRA, also known as “QCDs”
  • Donor Advised Funds
  • Charitable Trusts

Webinar starts: 3:00pm CST/ 4:00pm EST


November 12, 2020
3:00 pm - 3:45 pm
Event Category:
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WI United States

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Annex Wealth Management
12700 W. Bluemound Rd.
Suite 200
Elm Grove, WI 53122

Call: (262) 786-6363
Fax: (262) 792-8930

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