Live Webinar

September 9, 2026 | 1:00 PM Central

For many affluent families, charitable giving is about more than supporting meaningful causes. Join financial advisor Jeff Lewis for an in-depth discussion on charitable giving strategies that can help integrate philanthropy into a broader wealth management plan while exploring ways to increase charitable impact, involve future generations in giving, and evaluate more sophisticated planning approaches.

During this webinar, we'll explore:

Tax-smart charitable giving strategies that may help increase the impact of donations
Giving appreciated assets, including highly appreciated securities and business interests
Donor-advised funds and private foundations, including key considerations and potential applications
Charitable trusts and other advanced planning techniques
Ways to incorporate philanthropy into estate and legacy planning
Strategies for aligning charitable goals with family values and multigenerational wealth transfer objectives

While all are welcome to attend our webinars, this event is designed for individuals who have saved at least $750,000 for retirement. Our presenters typically speak with that in mind.

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Savant By the Numbers

24K+

Clients Served

1986

Year Established

70

Savant Offices*

297

Employee Member-Owners

$57.2B

Client Assets - AUM & AUA**

*Company statistics as of 6/30/2026. **Client assets refers to client assets under management (AUM) $55.7B and client assets under advisement (AUA) $1.5B.

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