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Learn how future charitable gifts can create tangible impacts, strengthen your philanthropic legacy, and ensure the long-term vitality of your favorite non-profits, like BIMA, at this special presentation and discussion.Grab a cup of coffee and a morning treat, then head in for the presentation by Joe Lumarda and Anne Gifford Ewing of Capital Group Private Client Services. In today’s evolving tax and legislative environment, they will help you explore financial, emotional, and legacy-driven motivations behind philanthropy and how thoughtful planning can align charitable giving with personal values and family goals. In addition to the basics, they will present the different structures available in wealth planning and charitable giving as well.
There will be a Q&A following the presentation.
We kindly ask that you arrive 15 minutes early (9:45am) in order to get refreshments and begin on time at 10am.
This event is FREE but registration is required.
To register, please email [email protected] with your name of each guest attending, phone number, and emails.
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Event venue
550 Winslow Way E, Bainbridge Island, WA, United States, Washington 98110
Tickets
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