Broker Check
20 Feb
Charitable Giving Strategies, February 20th, 2020

Description

Support causes close to your heart through charitable giving!  Explore the how's and why's of charitable giving.

In this presentation we will cover:

  • Choosing a charity
  • Achieving your goals through charitable gifts
  • Tax considerations of charitable gifts
  • Charitable Gifts and RMD's
  • Ways to fund charitable gifts
  • Examples
  • Leaving a legacy

Charitable giving is near and dear to our hearts at Financial Consulting Group 360.  We love making donations to charities chosen by our clients and referral sources.  

Financial Consulting Group 360 will be presenting.

Tax and/or legal advice is not offered by Financial Consulting Group 360. Please consult with your tax professional for additional guidance regarding tax-related matters.  Estate planning services provided in conjunction with your licensed legal advisor.

Date and Time

Thu, Feb 20, 2020

5:15p - 6:15p MST

Location

Financial Consulting Group 360

7499 Westgate Drive Suite 101
Windsor, CO 80528
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