Donor Advised Funds and IRA Charitable Rollovers (Planned Giving)
Date: Wednesday, October 31, 2018
Time: 7:45am - 9:00am
Location: Hilton Garden Inn
Speaker: Lisa Cripps-Downey, President of Berrien Community Foundation
Please join us for the first event of the new year on Wednesday October 31st. Networking begins at 7:45am with the presentation set to start at 8:00am. Breakfast will be provided. The fee for guests is $20.
In light of the new tax laws, donors are seeking ways to continue to support the organizations they love while still receiving maximum tax benefit. Berrien Community Foundation President Lisa Cripps-Downey will talk about options to bundle donations with a donor advised fund and also options for the IRA Charitable rollover.