Events
August 15, 2023 12pm-1pm
Smart Ways to Plan Your Charitable Giving with Jason Tripp
Location
online
Community Foundation offers you this free one hour basic charitable gift planning for the lay person. Presenter, Jason Tripp, a Certified Financial Planner and Fellow in Charitable Estate Planning, will discuss steps you can take and review with your professional advisors to make the best possible charitable plans. He will help you determine how to plan your charitable giving keeping in mind the right asset, the right amount, at the right time, for the right purpose. We will also take a quick look at why you need a will and other planning documents and how often to review them and your beneficiary designations.
You can find additional gift planning information HERE
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