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Concurrent Sessions 3: Philanthropy and Tax Strategy: Capturing Financial Benefits to Achieve Personal and Chirtable Goals

Friday, May 5 2017 at 4:00 - 5:00 pm

Blumetti Classroom 2200
165 Whitney Avenue
New Haven, CT 06511
United States

Philanthropy can create opportunities to achieve personal goals beyond tax savings. George will present several case studies illustrating the use of some common and some lesser known charitable planning tools. Combining personal financial plans with charitable goals can be surprisingly effective in achieving both. Learn how you can do well by doing good.