Tax-Smart Philanthropy

May 22, 2024 1:00 PM Central

Since the Tax Cuts & Jobs Act, millions of people are no longer getting a tax benefit for the generous donations they make. But it doesn’t have to be that way. You can develop a plan that is bigger and more strategic than just writing individual checks to align with your goals and accomplish the greatest impact for your philanthropy.

Join financial advisors Chris Ruedi and Justin Smith for a live educational webinar as they show you how to make a bigger impact for the causes you care about while potentially creating a smaller tax bill.

Whether you donate $100 a year or $100,000, you will learn about these Top 5 Tax-Smart Strategies:

  • Bunching Donations
  • Donor Advised Funds
  • Qualified Charitable Distributions
  • Charitable Trusts
  • Charitable Estate Planning

In 2024, cutting a check isn’t cutting it. Effective giving methods are always changing. Learn the latest trends when you sign up!

While all are welcome to attend our webinars, this event is designed for individuals have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.

Register for this webinar

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Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation. We are committed to helping our clients pursue peace of mind through the collective insight, wisdom, and perspective that we offer. That’s Wise Counsel by your side.