Upcoming Webinars

See below for webinar information and the links to sign up.

Gifts of Grain | April 15 at 4:00 pm

Quarterly Investment Review | May 6 at 4:30 pm

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.

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. It is easy to add this tool to your giving plan.

Planned Giving: Helping You Experience the JOY of Philanthropy!

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!

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!

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?

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.

Quarterly Investment Recap

We will discuss how the markets faired this quarter as well as take a look at each of the three portfolios we have. This session is for anyone who has a fund with us as well as anyone who may be on a Parish Finance Committee, Parish Council, or simply wants to hear more about what we do!

Our most recent Quarterly Investment Recap was on Feb 4. The overview slides of this session can be found here.