Create a legacy: Your guide to charitable giving
Featured speakers: Teresa Malmstrom and Tamara Telesko Wealth Planning Strategies, TIAA
2:00 pm –
3:00 pm
Virtual Location:
TIAA
Target Audiences:
Contact:
UNL Benefits, (402) 472-2600, b
If you’re interested in sharing your wealth, this webinar is for you! We’ll explain the strategic differences between gifting during life or at death, the tax impacts of each and how to maximize your charitable donations.
We’ll help you think through:
• Which organizations to benefit
• What asset type to donate, and when and how to give it
• Tax considerations based on gift type or recipient
We’ll help you think through:
• Which organizations to benefit
• What asset type to donate, and when and how to give it
• Tax considerations based on gift type or recipient