Planned Giving Webinar

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Date(s) - 09/29/2020
8:30 am - 10:00 am


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Many of us are looking for the most efficient way to give to organizations we believe in, like Dementia Together.  How do I use my will to give?  What is a Charitable Trust and when is it the best way to give?  What role does insurance play in planned giving?  How have recent laws changed the impact of giving options?

You are invited to this unique opportunity featuring Elisabeth Olson, CLTC, Financial Advisor and Bill Moore, Esq., Estate Planning Attorney.

We will cover:

  • Tax considerations of charitable gifts
  • Options for funding charitable gifts
  • The use of trusts in charitable gifts
  • Charitable gifts and RMD’s
  • Legacy Giving


Please answer this question and fill out the booking form below to reserve your spot.


Planned Giving

What single question about charitable giving would you like to have answered?


Bookings are closed for this event.