Reminder: Year-End Charitable Planning Webinar Today at 12:30 PM

Dear Colleagues,

Today at 12:30 pm EST, the Office of Gift Planning will be hosting a complimentary webinar, Year-End Charitable Planning, for Notre Dame benefactors. Alisa M. Shin, J.D., Senior Wealth Planner at Vanguard will be our special guest presenter and will discuss year-end charitable planning techniques including:

  • Gifting appreciated securities vs. cash
  • Bunching of charitable deductions using a DAF or private foundation
  • IRA Charitable Rollovers
  • Bequests of retirement assets
  • CRTs and Testamentary CRTs

You can access this event here through your computer audio. Please let Laura Walker know if you have benefactors that would still like to access the live event or you would like to receive a recording of this event.

A complete list of registrants is available here.

For more information about this webinar, please contact Laura Walker.

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