Webinar: Give Wisely

Navigating the Financial Landscape of Charitable Contributions

Wednesday, September 17, 2025
1:00 PM Eastern | 12:00 PM Central | 11:00 AM Mountain | 10:00 AM Pacific

In September's Wealth Strategies webinar, our trust and estate planning experts explored how you can support the causes you care about more effectively and meaningfully. 

What You Need to Know:

  • Start with a Plan: Without one, decisions about your assets could be made by others, including the government. A clear giving plan ensures your wishes are honored.  
  • Understand the Tax Impact: Smart giving begins with understanding how taxes affect your strategy, and how your strategy can affect your taxes.
  • Choose the Right Approach: Whether it's a charitable remainder trust, donor-advised fund, or qualified charitable distribution (QCD), the giving right strategy can help you make every dollar count.