Planned Giving Seminar
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Giving with Purpose: Smart Charitable Giving Strategies That Benefit You and the Causes You Love Join Samaritan Counseling Centers, a financial advisor, and an estate planning attorney for an informative one-hour seminar exploring tax-wise and legacy-minded charitable giving strategies. Learn how gifts of appreciated assets, donor-advised funds, qualified charitable distributions, bequests, and other planned giving options can help you maximize your charitable impact while potentially providing financial and tax benefits for you and your family. Whether you're planning your annual giving or thinking about the legacy you want to leave, this session will provide practical information to help you make informed decisions.
Date/Time: Wednesday, August 26, 12-1 PM Co-Presenters: Mary Golden, AAMSTM, Financial Advisor, Raymond James* Bill Nichol, JD, Estate Planning Attorney, Evans Petree Location: Junior League of Memphis CRC, 3475 Central Avenue This event is complimentary (includes light lunch). Space is limited. Pre-registration required by August 24.
Register at www.samaritanmidsouth.org/our-events *800.873.6898 1100 Ridgeway Loop Rd Ste 600 Memphis, TN 38120 Raymond James is not affiliated with and does not endorse the opinions or services of the above persons and/or organizations. Raymond James & Associates, Inc., member New York Stock Exchange/SIPC
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