Video Playback: Lunch & Learn | September 2021

For this Lunch & Learn, we welcomed both professional advisors and donors!

In this session we:

  • Went over scenarios of how individuals and families can benefit from Donor-Advised Funds and Charitable Remainder Trusts by using highly appreciated stocks and other complex assets
  • Reviewed Donor-Advised Funds (DAFs)
    • How DAFs work to achieve charitable goals, provide tax benefits and make your giving easier
    • What type of assets can and cannot be used to establish DAFs
    • Private Foundations vs. DAFs
  • Covered Charitable Remainder Trusts (CRTs)
    • How CRTs work to create an income stream during your lifetime, defer gains on the sale of appreciated assets, and provide a charitable deduction
    • How CRTs can be used as a part of a client’s estate plan to support heirs and provide future benefits to charity(ies)
    • How CRTs can be a substitute for the stretch provisions of IRAs that were eliminated by The Setting Every Community Up for Retirement Enhancement (SECURE) Act enacted on December 20, 2019

PANELISTS:

Ray Grimaldi, CPA, PFS, CFP, AEP, CVA, Senior Counsel, The Bonadio Group

Marie Norkett, CFP®, Wealth Manager, Capital One Investing

Rob Scolaro, Esq., Scolaro Law, PLLC

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