Workshop:
Making the Most of Your Charitable Donations: Understanding Charitable Giving Strategies and Your Retirement Plan

Workshop Title ThumbnailsMaking the most of your charitable donations

Hosted by Guest presenter, Brian Bass, MSFS, CFP®, RICP®, AEP®, CLU®

Many people choose to make charitable contributions every year. While the goal is to help others, these donations can have significant tax advantages that you can take advantage of. Brian Bass, the Managing Director of Financial Planning at McLean Asset Management, will walk through some of the things to think about, and strategies that you may want to be using, as you develop your own charitable giving strategy. He will be covering topics such as gifting securities, using Donor Advised Funds or Charitable Remainder Trusts, as well as other charitable giving strategies.

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