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Timely and Compelling Charitable Gift Strategies
Recent legislation, historically low interest rates, demographics, and the economic environment shaped by COVID-19 make three charitable gifting strategies particularly relevant. Donald Laubacher and Al Yambor from Sequoia Financial Group will discuss and analyze charitable lead trusts, charitable remainder trusts as an IRA beneficiary, and S Corp shares donated to a donor advised fund as timely and powerful philanthropic strategies.

Feb 24, 2021 12:30 PM in Eastern Time (US and Canada)

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