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Charitable Planning Strategy Webinar

[Video here]

Recorded On:

Tuesday, June 29, 2021


Heather Zack, JD, LLM, MSFP, CAP® - Manager, Advanced Planning

Please enjoy this Grandview Partners webinar where we reviewed some great charitable giving strategies, different ways to implement them, and maximizing your impact.

Some of the topics we discuss:

  • Maximizing your charitable contributions to the organizations that matter to you
  • Ways to make tax-efficient gifts to your favorite charities
  • How to integrate your charitable plan with your estate plan

For more information, please contact us or learn more about each topic.