Coffee & Conversation Webinar on 2/23: Philanthropy in Financial Planning

Melissa Kolcz |

Did you know you can incorporate philanthropy in your financial planning? There are so many ways to donate to your favorite causes like ARL, including Qualified Charitable Distributions (QCDs), Donor Advised Funds (DAFs), bequests and more!

Please join Katie Brennan Kane, Vice President of Operations & Client Services at Beacon Financial Planning Inc. at 10:00AM February 23rd for our virtual event “Coffee & Conversation: Philanthropy in Financial Planning” to learn more about how you can establish your giving legacy and make the most of charitable tax benefits.

During this exclusive webinar, we will discuss strategies for charitable giving: 

  • Donating highly appreciated stock & non-publicly traded assets
  • Donor Advised Funds (DAFs) & Qualified Charitable Distributions (QCDs)
  • Bequests via estate plans & donating via bunching strategies

There will be a Q&A session following the presentation.  

Please register in advance by clicking here.   

After registering, you will receive a confirmation email containing your Zoom log-in details.  

Thank you – we look forward to your attendance!