Details
Date:

February 12

Time:

06:30 pm - 07:30 pm

Click to Register: https://www.eventbrite.com/e/strategic-charitable-giving-tickets-1234854024629
Organizer

Retire SMART LLC

Website: https://www.eventbrite.com/o/retire-smart-llc-96526628473
Venue

13815 FNB Pkwy suite 400

13815 FNB Parkway #suite 400, Omaha, NE 68154

Omaha, NE, US, 68154

Whether you’re new to philanthropy or experienced, our workshop covers valuable strategies, including tax benefits, for charitable giving.

In retirement, many individuals focus on strategic charitable giving to make a meaningful impact. This approach involves thoughtful planning to align donations with financial goals and retirement plans. By adopting a strategic approach to giving, retirees can maximize the efficacy of their contributions and leave a lasting legacy that reflects their values and goals. If you are new to the world of philanthropy, our workshop is a great place to start. Even if you are experienced with charitable giving, we will cover strategies that may be new to you, especially where tax benefits are concerned.

Topics Discussed:

  • How to develop your personal philanthropic plan
  • Even modest donations can be leveraged into worthwhile benefits
  • Creative and tax-advantaged giving strategies to maximize your support and tax savings
  • Better ways to give that benefit the charity and may be more beneficial than just writing a check
  • Methods for choosing which causes/charities to support

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