Tax-Smart Giving and Planned Giving Seminar

Seminar conducted by Michael Dayoub, CFP® and estate attorney Gennie Long, J.D. for Asbury Memorial Church.

Tax-smart giving topics:

• Bunching charitable donations to itemize deductions

• Using a Donor Advised Fund to maximize

  deductions

• Other deductible donations

• Donating stock to avoid Capital Gains tax

• Qualified Distributions from IRA and 401(k)

Planned giving topics:

• Bequests

• Life Insurance Policies

• Retirement Account Beneficiaries

• Giving Strategies to Reduce Capital

  Gains for Your Heirs

• Charitable Trusts

Youtube video: LINK

Tax Smart and Planned Giving Seminar for Asbury Memorial Church, Savannah GA

PDF handout:

Planned Giving Seminar.pdf

Download PDF • 5.27MB