News
February 9, 2023Charitable Giving Strategies and Your Legacy
Join Christopher Aiello, Atlas’ Director of Trust and Estate Planning on Thursday, February 23, 2023, at 12 PM, as he shares insight and reviews some strategies to illustrate how planning for what you would like your legacy to look like can not only help organizations you are passionate about but could also support your financial goals now and into the future.
This presentation is being offered in partnership with Ronald McDonald House Charities of the Capital Region and will review the benefits of leveraging different strategies and how they could impact your financial and tax planning roadmap.
Topics to be discussed:
- Gifting Highly Appreciated Securities
- Utilizing a Donor Advised Fund
- Establishing a Charitable Lead Trust or a Charitable Remainder Trust
- Testamentary and Retirement Asset Gifts
- Utilizing Life Insurance
Light fare from local Capital Region businesses will be provided at the Atlas office for all choosing to attend in person at 12 PM ET. Space is limited, so save your seat.
