Philanthropic Giving: Strategies for Gifting Wisely
Monday, September 30, 2024 | 3:00pm-4:00pm
Details:
Monday, September 30, 3:00–4:00 pm
One of the most satisfying things we can do with our success is give back to the causes we care about, but this is often overlooked as a financial planning topic. Susan Wilkinson of Wilkinson Wealth Management shares how to develop a philanthropy plan that keeps the focus on causes you most care about and may potentially help you maximize tax advantages.
Open to all.
Location:
The Center
Seats available: 42