529 Educational Savings Plans: Pay for Education, Get a Tax Deduction
Listen and learn during our virtual 529 educational savings plan conversation. We will discuss how you can establish an account in less than 15 minutes for your children or grandchildren, how those dollars can be used for k-12 public or parochial tuition and expenses and college expenses, and how you can get a potential tax savings for saving in this manner! You won’t want to miss this short conversation with long lasting impact. Plan today for their tomorrow. Click on a date and time listed (to the right) to register.
Quick and Easy Vehicle Donation for Your Favorite Charity
Ready to get rid of an eye sore or money pit? In this webinar, learn how to donate a vehicle, boat, or other items to your favorite charity. They can be in any condition and you won’t have to do any more than pick up the phone or go online. This is a quick 15 minute conversation. It is easy to add this tool to your giving plan. Click on a date and time listed (to the right) to register.
Planned Giving Tips for Individuals and Families
Want to give without pulling out your wallet or checkbook? Join us for a short virtual conversation that will educate you on some little known tricks of planned giving. From a simple beneficiary designation to a tool as sophisticated as a Charitable Remainder Trust, there is a tool for all ages! Click on a date and time listed (to the right) to register.
Gifts of Grain: Just 3 Easy Steps!
Are you a cash farmer? If so, listen up! We are facilitating a short conversation on how to use your crops to actually reduce your income, and thus, your taxes. Learn how to do so by participating in this virtual 15 minute conversation. No need to talk, just listen! Click on a date and time listed (to the right) to register.
Gifts of Stock for Your Favorite Charity
Take stock in the assets you have! Did you know a gift of appreciated stock to your favorite not for profit can yield you a charitable tax deduction? Listen to our 15 minute conversation about the ease of making a gift of stock. Click on a date and time listed (to the right) to register.
A Gift from Your IRA: Qualified Charitable Distributions
Want to learn how to make the most of your IRA's Required Minimum Distribution (RMD)? Join this conversation to learn how a Qualified Charitable Distribution (QCD) easily works as a gift to your parish, school or Catholic organization. This webinar will consist of 15 minutes of information, followed by a Q&A. Click on a date and time listed (to the right) to register.