Charitable Giving Lunch

Tax-efficient charitable giving strategies designed to make your generosity go further.

We’ll cover Qualified Charitable Distributions, Donor Advised Funds, and the powerful“bunching” deduction strategy that can significantly enhance your tax benefits. Enjoy a meal together while learning practical ways to align your charitable impact with smart financial planning. It’s going to be a rich and practical gathering, and it’s even better when shared. Think about bringing a friend or family member who could benefit!

Speaker: Andrew Hunt