Patio Conversations | Tax-Advantaged Giving, 2021, and YOU!

EVENT | FREE WEBINAR

Patio Conversations: Tax-Advantaged Giving, 2021, and YOU!

Thursday, May 20, 5:00 pm EST/2:00 pm PST

Description

Join us for a conversation about transforming taxes into charitable gifts and finding smart ways of investing in your favorite causes through appreciated assets rather than cash.

Richard Blackmon, CEO of The Giving Crowd, will share information on how with well-integrated financial, estate, and charitable plans, you may be able to avoid paying capital gain taxes, achieve a zero-tax estate plan, provide enhanced benefits for yourself and your children, and provide substantial benefits for your favorite causes.

Get tips on establishing a legacy of giving for your family, gain access to a free tool – My Legacy Planner – provided by The Giving Crowd, and hear about the transformative impact of smart giving in the world. Clark Vandeventer, WHI’s Director of Transformational Engagement, will share stories of hope and answer questions about getting involved and investing in the causes you care about.

There will be time for a Q & A, so come with your questions and leave with answers and action steps!

This virtual event will address topics and questions including:

Transforming taxes into charitable gifts
The ability to deduct charitable gifts up to 100% of your 2021 AGI (Adjusted Gross Income); an increase from 60%
The possible benefits of giving directly from your IRA, even though required minimum distributions have been waived in 2021
What’s “on the horizon”
The benefits of making gifts of accumulated/appreciated assets
How to use a free – and confidential – legacy planning tool