Please join us for a discussion on the various benefits of giving back including improving the lives of others, gaining tax-benefits and leaving a legacy. In this session we will explore…
- Philanthropy in America today
- Establishing a legacy & new approaches to giving
- The motivation behind charitable giving
- The 4 major ‘options’ for charitable giving
- Tax-benefits & special ‘vehicles’ to consider when giving
Our Speakers:
- Brandon Miller – Founder, Brio Financial Group
- Jennifer Bing – Director of Philanthropy, NCLR (National Center for Lesbian Rights)
- Matt Beck – Sr. Financial Planner/COO, Brio Financial Group