Events


Webinar: Making the Most of Your Charitable Giving Plans

Date: November 17, 2020
Time: 12:00PM - 12:30PM CST
Location:
  • Online
REGISTER FOR THIS EVENT

Event Details:


With the end of the year approaching, now is a good time to design your year-end gifting strategy. Not only do your charitable gifts make good things happen but they are also a way to lessen your tax burden. Join us as we discuss ways to maximize your charitable giving strategy by reviewing the options available for you.

SVA Trust Company’s team will discuss:

  • What is a Qualified Charitable Distribution (QCD)
    • The advantages and disadvantages of a QCD
  • The Pros and Cons of a Donor-Advised Fund
    • How do you find the one that fits your needs
  • How to Gift Appreciated Assets
    • What types of assets can you gift

Presented by:
Ponteri 150Schenk_Ray
Chris Ponteri, MBA
Wealth Manager and Trust Officer     
SVA Financial Group                 
Ray Schenk, CFP®, CTFA, ChFC®, CLU®
Senior Wealth Manager and Senior Trust Officer
SVA Financial Group


Cost: Complimentary

Can't attend live?  Register anyway and we will send you the recorded webinar.