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Explore tax-efficient charitable giving strategies, including gifting appreciated securities to avoid capital gains, leveraging donor-advised funds for multi-year giving, and using Qualified Charitable Distributions (QCDs) from IRAs for those 70½ and older. Attendees will learn how to align philanthropic goals with income tax and estate planning objectives, while supporting local 501(c)(3) organizations like the Backcountry Wilderness Area. Ideal for individuals seeking to enhance both their legacy and tax efficiency.This no-cost seminar is led by Shane Callahan,CFP®. Shane has called Highlands Ranch home since 2005. As a long-time HRCA Finance Committee member and avid user of our Backcountry trails, Shane is passionate about preserving our open spaces and helping others give back in meaningful ways.
He specializes in helping families reduce taxes and increase their charitable impact through strategies like stock donations and Donor-Advised Funds. By combining smart tax planning with a heart for philanthropy, Shane empowers donors to give more to the causes they care about.
More information: https://www.fcmtaxplanning.com/backcountry
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Event Venue & Nearby Stays
Southridge Recreation Center, 4800 McArthur Ranch Rd, Littleton, CO 80130-6641, United States, Highlands Ranch
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