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Charitable Giving – Planning Strategies to Maximize Your Gift

Wednesday, July 21, 2021
6:30 pm

Join us for a special presentation on the topic of giving. The act of giving is both admirable and fulfilling, especially when it is directed towards a deserving entity. This talk will focus on the efficient methods to give from both a Tax and Financial Planning perspective.

Workshop Topics Covered Include:
-Present and Future Giving Strategies Utilizing Approved IRS Guidelines.
-Maximizing the Dollar Amount and Charitable Deduction of Your Gift.
-Properly Reporting Your Gifts.

Speaker Justin M. Yasko, CFP® will cover the above topics with a straightforward and
intelligible discussion. A Q&A session will also be offered to ensure your specific questions/concerns are being addressed. Attendance is free but space is limited. Please reserve your seat by calling Travis Barker at 412-633-1730.

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