TAX ADVANTAGES TO DONATING
Free Advice from Whittier Trust
Charitable giving! What's not to like for the recipent? But what are some of the tax advantages that can maximize the donation while you're living, and afterwards?
Join Ashley Fontanetta, Client Advisor in Whittier Trust's Philanthropic Services group, for a free overview of the various ways you can donate to nonprofits. She will explore the advantages and disadvantages of making gifts through Trusts, Foundations, Donor Advised Funds, Bequests, Required Minimum Distribution from your IRA, and other philanthropic vehicles. Whittier Trust has been providing financial advice since 1935.
Prior to joining the financial services industry, Ms. Fontanetta worked as the executive director of a nonprofit focused on sick children in the Bay Area and Southern California. Given her work experience, Ashley has the unique ability of seeing philanthropy from the donor’s side as well as from the nonprofit side. Q&A following the presentation.
This meeting may be recorded. Recorded meetings may be shared on the Pasadena Village website at https://www.pasadenavillage.org/zoomrecordings.
By joining this meeting, you consent to be recorded. If you do not wish to be recorded, you can join the session without your camera on.
Sponsored by the Educational Programs Committee
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