8.11.2023

Enhance Your Charitable Giving (Webinar Recording)

To supercharge the impact of your charitable giving, consider when, how, and what to donate. Watch our webinar to learn more.

Charitable giving is an important part of many financial plans since it allows individuals to support meaningful causes and provides strategic planning opportunities. However, gifts that are made as cash donations may not provide the maximum benefit to the donor or the recipient. To supercharge the impact of your charitable giving, consider when, how, and what to donate. 

During this webinar, our team of subject matter experts discuss several of the main charitable giving strategies, including the use of appreciated securities, bunching deductions, nonpublic assets, qualified charitable distributions, charitable trusts, and donor-advised funds.

As always, this webinar begins with an update on current market conditions from CAPTRUST Chief Investment Officer Mike Vogelzang.

To download a copy of the transcript, click here.

Presenters

Heather Shanahan

Senior Director,
Endowments & Foundations

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Michael J. Vogelzang

Managing Director,
Chief Investment Officer

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Nick DeCenso

Senior Director,
Wealth Management Solutions

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Post Topics

Financial Planning Wealth Management