Paws and Portfolios: Composition Wealth and The LaBelle Foundation Discuss Charitable Giving
Webinar Details
Scott Smith (CPA, CFP®, PFS, CGMA, CRPS), Blake McKibbin (JD, ChFC®, CLU®), and Jake Hungarter are joined by Samantha Periano to discuss tax strategy and how your giving can be structured to maximize impact, reduce your tax burden, and align your giving with your broader financial goals.
In this interactive session, they will discuss:
- Using donor-advised funds (DAFs) as a vehicle for charitable donation
- How concentrated stocks utilized as a donation can net the charity more, AND provide a better tax break
- How to make giving part of your legacy to really advance a cause
- How to endow to a charity, and how to have effective generational wealth conversations
- The ins and outs of using qualified funds and step-ups
When: