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WEBINAR: Gift Planning When You Don’t Have Cash to Give

Ashley Waddell Tingstad, founder of Treetown Law, PLLC, and Melissa Joy, founder of Pearl Planning are offering our community a free webinar on gift planning.

If you have wanted to make a donation and aren’t able to give a cash gift, there are other non-cash ways to do this with a planned gift. Ashley and Melissa will introduce ways to support causes you care about and realize your philanthropic goals. This webinar will cover how gifts of appreciated stock, using Donor Advised Funds, naming Bequests in a will, assigning beneficiaries, giving real estate or art and donating IRA required minimum distributions can reduce tax implications and support a non-profit.

PLEASE NOTE: These webinars are intended for educational purposes only. Attending a webinar does not create an attorney-client relationship between the attendee and Ashley or Melissa. The information in the webinars does not constitute legal or financial advice and is not a replacement for an individualized consultation with an estate planning attorney or financial advisor. 

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Date

Oct 19 2021

Time

12:00 pm

More Info

Register Now!

Location

Online via Zoom
Zoom Platform
Register Now!