UPCOMING WEBINAR

Charitable Giving Strategies

Tuesday, November 11
12:30 p.m. ET / 9:30 a.m. PT
Join us for a practical and informative session on charitable giving strategies, where we will explore how to align your philanthropic goals with wealth planning. Led by senior trust, estate and fiduciary strategist Anne Gifford Ewing and wealth planning specialist Jeff Ruderman, the topics will include:

  • How charitable tax deductions will change in 2026 and whether you should consider completing gifts this year
  • Analysis of how much you can afford to give
  • Types of charitable assets and organizations
  • Overview of giving structures, such as donor-advised funds (DAFs), private foundations, charitable remainder trusts and charitable lead trusts
  • Real-world illustrations of giving impact and legacy planning
If you are looking to support cherished causes, educate your family on philanthropy or learn about optimizing tax efficiency, this session will offer valuable insight.
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