Speaker: Rob Fezekas, Director of Investment Policy, Wealth Adviser

Giving with Purpose: Tax-Smart Ways to Donate is a practical, year-end webinar on how charitable and non-charitable gifts work—and how to make donations in a more tax-efficient way. The session breaks down key gifting limits and reporting rules, explains when charitable contributions may (and may not) reduce taxes, and highlights planning opportunities created by recent tax law changes. Viewers will learn strategies such as donating appreciated assets, using donor-advised funds to “bunch” multiple years of giving, and making qualified charitable distributions (QCDs) from an IRA to support causes while potentially reducing taxable income. Rob will also share real-world examples and common pitfalls to help attendees give confidently and intentionally.

Register for the Noon Webinar

Submit questions ahead of time:
marketing@elevate-wealth.com