In this webinar Julie Shumaker, President of Dexter Community Fund and Melissa Joy, CFP®, President of Pearl Planning discuss tax-aware giving in 2021 and how legislative changes from Tax Cuts & Jobs Act (2018), Secure Act (2019) and CARES Act + Stimulus (2020-21) have changed some rules on giving. They will address how a Donor…
10 Ideas for Giving
We love giving back and especially love Giving Tuesday (so much that Melissa even made a video about it)! Giving Tuesday is December 1st this year. What better time to share 10 practical financial planning considerations for your charitable endeavors? This list has been updated and revised over the years. New(ish) tax law means it’s time to revisit…
Category: Charitable Donation
Episode 33: Charitable Giving with Laura Brownfield
Melissa Fradenburg, Financial Advisor, RJFS, is joined by estate planning attorney Laura Brownfield. Laura works in the structuring of giving vehicles and gifting policies and procedures in her role at the community foundation for Southeast Michigan. In this episode, Melissa and Laura will discuss the different options for charitable giving with a special focus on…