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What do Bunching, Donor Advised Funds and Minimum Disbributions Have in Common?

Tuesday, December 4, 2018 at 11:00am

Presented by Ed Pugh, Attorney with over of estate planning experience, and Rob MacGregor, Leave a Legacy Southeast Michigan

Charitable giving is its own reward, but reaping the tax benefits is a nice perk! This seminar will help you understand how to maximize the tax benefits of charitable giving in light of the 2018 tax reform changes. For charitable donors who aren’t ready to let go of previous tax advantages, there are
still several ways around the new rules. Learn about “bunching”, donor advised funds, charitable gift annuities, or required minimum distributions from an IRA. These are just a few of the more common options, but there are more, and each one offers opportunities and benefi ts to meet a donor’s goals.
Join us for this informative seminar to determine which one,
or combination, meet your needs before the end of 2018!

Location:
Birmingham Next


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