Effective & Simple Giving
Have you ever wondered how to support the charities you love now and in your will in a way that is both tax-efficient and impactful?
Join us for a free, informative session designed to help you explore options that can enhance your impact now and in the future, all while reducing your income taxes and supporting the charities you love. This session is designed for individuals who are nearing or past retirement and are considering refining their will for the last time. This is not a fundraiser or a solicitation for donations.
At this session led by our presenting partners, Christian School Foundation and Christian Stewardship Services, you will learn about:
- Strategies for maximizing legacy gifts
- Tax benefits of giving through securities, life insurance, or living gifts
- Practical tools to save income tax and increase the impact of your giving today and in the future.
After the session you will be invited to a free follow-up consultation at your convenience, to meet with the expert advisors at Christian Stewardship Services. This complimentary service will give you clear and practical guidance tailored to your needs.
You don’t need to have a large estate to benefit; people of all income levels can take advantage of these strategies. Take this opportunity to gain clarity and confidence in planning your legacy. Secure your financial goals while making a lasting impact on causes that matter to you.
In partnership with Christian School Foundation and Christian Stewardship Services.
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