Register below for our upcoming seminar!

Giving with Purpose: Personal, Charitable, and Strategic Insights

Join us for an enlightening seminar created to explore the full spectrum of giving, from the strategic to the heartfelt. Our Financial Advisor, Aaron Hill, will guide you through both the how and why of personal and charitable giving, offering insights that span lifetime contributions and legacy planning.

This session will cover:

• Strategic approaches to giving, including tools and techniques to maximize impact.
• Personal giving strategies, both during your lifetime and as part of estate planning.
• Charitable giving options, with a focus on aligning values with philanthropic goals.
• Legislative updates that may affect your giving plans.
• In-depth discussions on Qualified Charitable Distributions (QCDs) and Donor Advised Funds (DAFs): what they are, how they work, and how to use them effectively to support the causes you care about.

Whether you're just beginning to think about giving or looking to refine your approach, this seminar will provide valuable insights to help you give with intention and impact.

Dates, Times, and Locations
 

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