One Hour Seminar on Tax Efficient “Giving” Strategies

February 27, 2022

One Hour Seminar on Tax Efficient “Giving” Strategies *

When? Saturday, March 19 @ 2:45-3:45 pm - Siena Conference Room

What Topics will be covered?

Qualified Charitable Donations if you are of age where you are required to take an IRA Distribution
Donating appreciated investments [stocks or mutual funds]
Options for donating via Life Insurance
Legacy Giving –
- Beneficiary designations on retirement accounts, life insurance or savings
- In Will or Trust
Use of Donor Advised Funds [how they work and advantages and disadvantages]

Presented by parishioners Jim Lewis and John Emilio

RSVP to Front Office at FrontDesk@stcatherinesiena.org or 327-5165.
Leave contact info just in case inclement weather requires cancellation.

“ * ” this is informational only. No sales efforts or follow-up contact will be done.

St. Catherine of Siena Parish

Portage, MI

One Hour Seminar on Tax Efficient “Giving” Strategies