Are you looking for ways to give back while also being smart about your taxes? Join us for a free virtual event designed to help you make the most of your charitable contributions - both emotionally and financially. ❤️ 

In this session, Jeff Whitaker, CFP®, CRPC, MSFS, will walk you through practical strategies that help you support the causes you care about while potentially reducing your tax burden. Whether you're already giving or just starting to explore your options, this seminar will equip you with tools to give more effectively.

What You’ll Learn:

• The difference between standard and itemized deductions—and when itemizing makes sense
• How your marginal tax bracket affects your giving strategy
• The power of Qualified Charitable Distributions (QCDs) from IRAs
• How to use Donor Advised Funds (DAFs) to supercharge your giving
• A simple strategy called “bunching” to increase your deductions
• Real-life case studies that show how these strategies can lead to significant tax savings

Who Should Attend:

• Anyone interested in maximizing the tax benefits of their charitable giving 
• Donors with appreciated assets like stocks or property
• Those planning for Required Minimum Distributions (RMDs)

Important Note: This seminar is for educational purposes only and does not constitute tax or legal advice. Please consult your CPA or tax advisor before implementing any strategies discussed.