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Charitable Gifting Strategies - Make the Most of Your Donations
Dec 3, 2020M j, Y12:30pm EST2020-12-03T17:30:00Zg:ia T1 hourKatharine Perry from Fort Pitt Capital Group will talk with guests Amy B. Razem, CAP® from the Pittsburgh Foundation, and lawyer Nicole Phatak about making the most of your donations.
They will cover topics like:
• Tax-efficient donation methods.
• Ways to make an impact beyond sending money.
• Qualified charitable distribution strategies for RMDs.
• Donor advised funds.
• Charitable trust and estate plans.
• Setting up current and future charitable gifts.
Fort Pitt Capital Group, an SEC registered investment advisor. For more information or to request a copy of Form ADV, please visit www.fortpittcapital.com. Registration with the SEC does not imply any particular level of skill or training.