| Title: |
Forum: Planned Giving Info Session |
| Date: |
Sunday, September 22 |
| Time: |
9:50AM - 10:35AM |
| Sponsoring Group/Ministry: |
Discipleship |
| Description: |
The Endowment Committee hosts Wayne Peterson, Financial Consultant with Thrivent to explore different aspects of long term charitable giving. We'll hear about different techniques to maximize giving and avoid taxes. It's never too soon to get started thinking outside the checkbook! Wayne will take us on a tour of both spontaneous and planned giving, and focus on items such as appreciated stock donations, direct giving from IRA distributions, charitable remainder trusts, donor advised funds, wills, tax avoidance, etc. Not a sales pitch but a learning experience.
|
| Location: |
Fireside Room |
| Speaker/Leader: |
Ralph Miller |
| Ages: |
Adult,Senior |
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