This free financial workshop, presented by CandorPath Financial, provides an engaging and informative look into planned giving strategies!
Join us for an engaging presentation that explores the concept of planned giving, with a focus on utilizing Required Minimum Distributions (RMDs) and highly appreciated stocks as philanthropic tools. Planned giving is an impactful strategy that allows individuals to make significant contributions to their chosen charities while also benefiting from potential tax advantages.
During the session, we’ll delve into the specifics of donating RMDs, a method known as Qualified Charitable Distribution (QCDs), as well as the gifting of highly appreciated stock. Our presentation aims to provide a comprehensive understanding of these strategies and empower attendees with the tools to maximize their financial and philanthropic impact.
Hosted by: CandorPath Financial – John Kennedy, CFP® and Michael Scott, CFA
Date: January 31, 2024
Time: 4:00 PM ET