Charitable Giving [Webinar]

Wednesday, December 1, 2021 1:00 pm – 2:00 pm CDT

While nearly one-third of annual giving occurs in December, smart donors are finding strategic ways to make a difference all year ‘round. Join financial advisors Wayne Titus, CPA/PFS, AIFA®, and Tracy Beard, CFP®, AIF®, MSFS, to learn how to create a gifting strategy that not only supports your favorite causes, but also helps create tax efficiencies to save you money.

During this educational webinar, you will learn how to:

Make a bigger difference in your community by creating a gifting plan instead of making one-off donations;
Use tax-smart gifting strategies such as giving appreciated non-cash assets instead of cash, bunching charitable contributions to maximize deductions, and giving more by donating retirement assets;
Use gifting strategies in a 20- to 40-year plan to mitigate longer-term tax impacts; and
Use donor-advised funds to support your favorite causes.

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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice to individuals, families, and businesses across the nation. Since 1986, we have focused on one key principle—that all financial advice should be made strictly in the best interest of the client. But it goes beyond that. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer.