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Catalog
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Fall 2018
Giving with Purpose: Charitable and Planned Giving Techniques Explained
NEW!
 Have you thought about charitable giving but don’t really understand the different tax and legal strategies? Do you fear losing control of your assets? Want to learn more about the advantages? You can retain complete control of your assets when living, ensure that your family will benefit upon your passing, and still arrange a gift for a charity or a loved one. Explore the benefits of charitable giving while living and upon passing, discuss family issues and dynamics, learn how to identify appropriate charities, and explore a myriad of legal and tax vehicles.
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