Wednesday Jul 16, 2025
Wednesday, July 16th Rochester Hills Public Library Multipurpose Room FREE
Tami Salisbury, Community Foundation Development Consultant
Community Foundation presents Demystifying Charitable Giving: Maximize Your Impact, Minimize Your Taxes
• How to use Qualified Charitable Distributions (QCDs) from your IRA
• Donating appreciated stock to maximize tax benefits
• Using 529 plans for charitable and educational legacy giving
• Incorporating estate planning into your philanthropic goals
• Strategies to reduce your tax burden through smarter giving
This event is free and open to the public! It is designed for individuals planning for retirement, families exploring legacy giving, advisors and estate planning professionals, and anyone interested in effective and efficient charitable giving.
Date and Time
10:00 AM - 11:30 AM EDT
10:00AM - 11:30AMLocation
500 Olde Town Rd, Rochester, MI 48307Fees/Admission
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Join us for a discussion with a panel of finance experts on how to make your charitable giving more strategic, tax-efficient, and impactful.
What you'll learn: