Bequests make up 8–10% of all charitable dollars donated nationwide . Yet, many donors aren't aware that strategic planning can provide significant tax advantages while funding the causes they cherish.

Join Fiduciary Financial Advisor Tom Anderson and Regional Philanthropy Associate Alexandra Troisi from Loveland Center for a webinar dedicated to giving smarter. We will explore how your estate plan can create a lasting impact for organizations like the Loveland Center—which provides vital Adult Day Training (ADT) for individuals with intellectual and developmental disabilities—while optimizing your financial legacy.

Key Takeaways:

• Tax-Smart Tools: Maximize impact using QCDs and Donor Advised Funds.

• Giving Vehicles: Compare Bequests, CRTs, and Trusts to find your best fit.

• Community Impact: See how legacy gifts fund life-skills development and inclusion.

• Estate Efficiency: Strategies to reduce taxes and provide for loved ones.

When You're Ready, We're Ready. Join us and follow up on how you can create a legacy of giving for causes and organizations you care about, while protecting your family.