5 Things You Need to Know About Charitable Planning Before The End of The Year

From helping high-net-worth clients achieve their philanthropic goals to ensuring they are taking advantage of immediate tax benefits, year-end is an opportune time for wealth managers to connect with clients on their philanthropy. Join Foundation Source’s Chief Legal Officer Jeffrey Haskell who will share some key considerations for year-end charitable planning—including how the OBBB’s rule changes governing charitable deductions are impacting donors.

This webinar will focus on “mini segments” that focus on 5 different topics:

• Granting to for-profit organizations
• Real estate
• Corporate foundations
• Regulatory update on OBBB
• Reminder: that if clients have income that needs to be offset this year, they should remember they can set up a DAF or foundation or other charitable activity to get that deduction.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 
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