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Giving With Purpose: Charitable Giving, Tax Benefits & Legacy PlanningJoin us for an informative presentation exploring how charitable giving can do more than support the causes you care about; it can also become a meaningful part of your financial, tax, and legacy planning.
Janet Rodgers and Matt Sweezea | Primerica Advisors will present Giving With Purpose: Turning Generosity Into a Financial & Legacy Strategy, sharing practical strategies for incorporating charitable giving into your overall financial plan. Learn how the timing and selection of charitable gifts, appreciated investments, retirement assets, beneficiary planning, and other giving strategies can help you make a lasting impact while supporting your long-term financial goals.
Blake Rowley | Moody, Mickelsen, Rowley & Adamson, P.S. will explore the tax benefits of charitable giving, including Qualified Charitable Distributions (QCDs), above-the-line charitable deductions, itemized charitable deductions, and strategies for reducing Washington State estate taxes.
Whether you are already actively supporting charitable organizations or looking for new ways to give with intention, this presentation will offer valuable insights into aligning your generosity with your financial goals, maximizing potential tax advantages, and creating a legacy that reflects what matters most to you.
Discover how thoughtful charitable planning can make a difference today while building a lasting impact for generations to come.
Sponsored by the Richland Public Library Foundation.
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Event venue
Richland Public Library, 955 Northgate Dr,Richland,WA,United States
Tickets
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