Learn About ‘Philanthropy In Financial Planning’ On Feb. 23

Filed Under: Finance, More News, Philanthropy

Did you know you can incorporate philanthropy in your financial planning?

Join Katie Brennan Kane, Vice President of Operations and Client Services at Beacon Financial Planning Inc., on Wednesday, Feb. 23, at 10 a.m. for a virtual event, “Coffee & Conversation: Philanthropy in Financial Planning,” to learn more about how you can establish your giving legacy and make the most of charitable tax benefits.

There are many ways to donate to your favorite causes including Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), bequests and more. 

During this exclusive webinar, strategies for charitable giving will be discussed, including:

  • Donating highly appreciated stock & non-publicly traded assets
  • Donor Advised Funds (DAFs) & Qualified Charitable Distributions (QCDs)
  • Bequests via estate plans & donating via bunching strategies

A Q&A session will follow the presentation. 

To register, click here.