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Thu Nov 12 2026 at 08:30 am to 10:00 am UTC-05:00

Foundation Forums - Disinheriting the IRS: Charitable Strategies for Retirement Assets

  • Rochester Hills Museum at Van Hoosen Farm · Rochester
Community Foundation of Greater Rochester Publisher / Host Community Foundation of Greater Rochester
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Foundation Forums - Disinheriting the IRS: Charitable Strategies for Retirement Assets
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Join us in the calf barn to learn charitable giving strategies that can dramatically reduce, or even eliminate, the income tax that would otherwise be paid on retirement plan assets. You can learn how to thoughtfully integrate charitable planning into beneficiary designations and redirect your money away from taxes and towards the causes you care about.
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Rochester Hills Museum at Van Hoosen Farm, 1005 Van Hoosen Rd, Rochester, MI 48306-4555, United States

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