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Join SUUF & SUMC for a practical, educational seminar exploring charitable giving and legacy planning strategies that can help you make the most of your giving. Topics will include Qualified Charitable Distributions (QCDs), Donor-Advised Funds, charitable beneficiary designations, bunching charitable deductions, giving appreciated assets, and other strategies to consider as you plan your charitable giving. This seminar will offer plain-language information and an opportunity to learn more about ways charitable giving can fit into your financial and legacy planning. Educational purposes only; individual circumstances vary. Please consult your tax advisor or financial planner before taking action.
Questions? Matthew Fitzgerald, CFP® of Holistic Planning – Sedona will be available to connect with participants.
(928) 254-4000 | [email protected]
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Event venue
110 Indian Cliffs Rd, Sedona, AZ, United States, Arizona 86336
Tickets
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