Events

Charitable Planning Strategy Webinar

Recorded On: Tuesday, June 29, 2021

Speaker: 

Heather Zack, JD, LLM, MSFP, CAP®Manager, Advanced Planning

Please enjoy this Grandview Partners webinar where we reviewed some great charitable giving strategies, different ways to implement them, and maximizing your impact.

Some of the topics we discuss:

  • Maximizing your charitable contributions to the organizations that matter to you
  • Ways to make tax-efficient gifts to your favorite charities
  • How to integrate your charitable plan with your estate plan

To help you navigate to a particular section of the video:

  • 3.35 -Charitable Deduction Review
  • 5.03 - Cares Act Update
  • 7.53 - Qualified Charitable Distributions
  • 10.15 - Donor Advised Funds
  • 14.00 - Charitable Remainder Trusts
  • 17.08 - Charitable Lead Trusts
  • 19.11 - Q/A with Doug Mavilia
  • 30.45 - Planning Opportunities

For more information, please contact us at 781-590-3750 or CLICK HERE for more information on each topic.