Charitable Giving Trust - Give & Grow

Mon, May 20, 2019
12:00pm - 1:00pm

Charitable Giving Trust  - Give & Grow

Village on The Isle - May 20th
Private Event

While most of us are familiar with terms and concepts pertaining to Estate Planning, the phrase “Charitable Giving Trust” is not as commonplace as “Irrevocable Trust” or “Simple Will.”  On May 20th, local attorney, Steven Ledbetter, will conduct a seminar providing information explaining what a Charitable Giving Trust is, entails, and the benefits.  These charitable gifts will not only help the organizations the money is left to, but you are able to educate and include your family on the importance of charity, being philanthropic, and giving back.


Discussion to  include:

  • Leaving IRA Funds versus Cash
  • Giving Strategy
    • Donation Only
    • Donation & Income
  • Fund Options
    • Annual Giving
    • Sustained Giving
  • Set Up a Trust
  • Donor Advised Fund
  • Deferred Giving
    • Outright Gift
    • Endowment
  Donating to Charity After Death