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Smart Charitable Giving
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Wednesday, November 20 | 5 PM | Temple Israel
"Smart Charitable Giving" is a program that helps donors maximize their contributions to Temple Israel in a tax-efficient and strategic way. The focus is on distributing assets, like cash, securities, or real estate, directly to charities or through donor-advised funds (DAFs), which can allow for immediate tax deductions while enabling the donor to recommend grants over time. This approach leverages planned giving, such as charitable trusts or qualified charitable distributions (QCDs), from retirement accounts for those over a certain age, making giving more impactful both financially and for the charities.
Panelists will include:
LAURA LINDER
(MODERATOR), President and CEO, Jewish Community Partners
JASON SALOMON
, JD, Attorney with Harkavy Shainberg Kaplan PLC
DANNY MANSBERG
, First VP, Investment Officer with Wells Fargo Advisors
DAVID GREENBERG
, CPA with Hutchinson and Greenberg
This
panel is for both professionals and consumers. It will cover investments, taxes, non-profit donations, and the relationship between them.
How many people will be attending?
Please make a selection
1
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4
ATTENDEE 1 / PRIMARY CONTACT
Primary Contact First Name
Primary Contact Last Name
Primary Contact Email
ATTENDEE 2
First Name
Last Name
Email
ATTENDEE 3
First Name
Last Name
Email
ATTENDEE 4
First Name
Last Name
Email
Wed, January 15 2025 15 Tevet 5785
