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Charitable Giving Seminar-a Smarter Way to Give

Details: Skill Level: Beginning Bring sack lunch. BARN has a refrigerator and microwave on the lower level. Registration closes A $ materials fee, included in the

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Charitable Giving Seminar-a Smarter Way to Give

Charitable Giving Seminar-a Smarter Way to Give

Details: Skill Level: Beginning Bring sack lunch. BARN has a refrigerator and microwave on the lower level. Registration closes A $ materials fee, included in the

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Registrations Closed

About

Please join us on Wednesday, October 17th for a special seminar on charitable planned giving. This event is open to the public.

Planned giving can do two things, lower taxes and trade a gift for income. It is sometimes referred to as gift planning or legacy giving. Some planned gifts provide life-long income to donor. Other gift plans use estate and tax planning to provide for charity and heirs in ways that maximize the gift and/or minimize its impact on the donor’s estate.  

Planned giving allows for a donor to have a more meaningful impact with their gifts and potentially reduce unnecessary taxes.

Topics to be discussed include:

  • The opportunity of charitable IRA distributions
  • How the new 2018 tax law makes PLANNED GIVING more powerful
  • Gifts of appreciated assets
  • Income from gifts of appreciated assets
  • The new power of bunching charitable deductions

Speaker bio: Mark McComsey
Mark is a BARN Member and volunteers in several of our studios and is part of BARN's fundraising committee.
Mark’s investment approach begins with a focus on earnings revisions and belief that accurate analysts provide a powerful edge in validation of growth as well as recognizing deterioration early.  

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