Event Details

MoneySmarts: Charitable Giving

Date: September 25, 2021
Time: 10:00am-11:30am


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
If you would like to attend this online presentation, please send an email to hello@briofg.com and we will gladly provide you the link to participate.