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Charitable Giving Webinar
In Partnership with OneTeam Financial Atlantic Health System Presents:
Charitable Giving: Leaving a Lasting Legacy – The Art of Charitable Giving
As the Founding partner and head of Wealth Management & Retirement Planning, Greg Dillon is a highly credentialed professional on investment strategies and retirement planning with more than 15 years of experience in the financial industry. In this session you will learn about the different types of charitable strategies including outright gifts, qualified charitable distributions (QCDs), donor advised funds (DAFs), charitable trusts and private foundations. We will also explore tax breaks, limitations and applying leverage to planning ideas, as well as coordinating your charitable giving to help maximize your family wealth.