Giving While Living

Incorprorating Charitable Giving in Your Financial and Tax Planning

charitable giving clip artDonating to charitable organizations fits into short and long term financial goals. Learn how to support the work and services of charities while enjoying tax benefits through avoidance and deductions. Topics to be covered include the "how to" and tax beneifts of charitable donations of direct cash and in-kind gifst, charitable lead and remainder trusts, donor advised funds, required minimum distributions, and rolling over 401(k)s and IRAs for direct donations.

This free program will be presented by Marylou Ruch, Vice President and Wealth Management Advisor for Merrill Lynch and Attorney George Brooks, CMA, CIA and is sponsored by the Thomas Crane Public Library Foundation. Learn more in this interview about the program, conducted at QATV.

Saturday Apr 22, 2017
12:00 PM  -  2:00 PM
Sandra Smales
Main Library Community Meeting Room (ground floor)