Join the WEBINAR:

The Top Charitable Planning Strategies with
Donor Advised Funds


Piggybank with Calculator

Wednesday, October 25, 2017


While the end of the year is fast approaching, it is not too late to have those critical charitable conversations that can reduce your clients' 2017 tax bite and improve your bottom line. The end of the year can be a popular time for charitable giving, with the holiday season inspiring a philanthropic mood and investors having a better view of their annual balance sheets.

Learn how the use of donor advised funds as a way to accomplish charitable giving is becoming increasingly popular and how this tool can be leveraged to better aid your clients and their planning during the holidays and long after.

Co-Presented by Laura J. Malone, CAP, CEPA
Vice President of Corporate/Complex Giving at American Endowment Foundation (AEF)
Mark W. Miller, CPA, Partner at Sikich LLP 

Takeaways of this session include: 

  • The importance of the charitable planning discussion in year-end financial and tax planning.
  • Rethinking how itemized deductions are used as a way to consolidate giving for greater tax efficiency.
  • Leveraging appreciated assets in investment and retirement accounts.
  • Create tax efficient planning strategies for complex assets like insurance, real estate and closely held stocks.

 Register today! Click here