About this Event
Discover smart, tax-savvy ways to help clients give back. We'll explore top charitable strategies, gifting options, and what's changing under the One Big Beautiful Bill Act (OBBBA).
Seminar topics:
- Gifting assets to charities and tax benefits for donors
- Split-Interest Gifting Trust Vehicles: Helping charities while financially protecting your family
- Avoiding pitfalls when making charitable donations
- Private foundations vs. public charities: understanding the differences and similarities
- One Big Beautiful Bill Act: How does philanthropic planning change?
- And more!
Presented by Perrysburg Rotary Community Foundation (PRCF): a 501(c)3 organization established in 1984 and serves as the philanthropic arm of Perrysburg Rotary Club.
Tues., Jan.13, 2026, 8:30 a.m. - 10:00 a.m.Hilton Garden Inn, Perrysburg
Complimentary Breakfast
Guest Speakers:Phil Bollin, CFP® CPWA®, MBA
Bollin Wealth Management LLC
Richard Chamberlain, Estate Planning Attorney
Legacy Law Group
One CE credit will be available for OH Ins, CLE, CFP and CPE
Event Venue & Nearby Stays
Hilton Garden Inn Toledo Perrysburg, 6165 Levis Commons Boulevard, Perrysburg, United States
USD 0.00
