Have you always wanted to support your favorite charity or non-profit and provide for your family? Do you believe you don't have enough wealth to do both in your lifetime? With the right tax planning tools at your disposal, you can! No matter your income level, there are tax planning tools available to help you support your family and charity of choice.
Join us to learn more about IRAs, charitable tax annuities, trusts, donor-advised funds, life insurance beneficiaries, and bequests and how they can help you be the philanthropist you want to be. We'll have a tax law professor and the director of gift planning from CSU and Cleveland Clinic to discuss your options.
Please click on the link below to register:
Category: Alumni, General, Public Lectures, Student