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Creative Giving Webinar
December 2, 2022 / 11:00 am – 12:00 pm
Have you wondered why people make gifts of stock or why Donor Advised Funds have become so prolific? What are the benefits during this time of market volatility? Why are Individual Retirement Plans (IRAs) becoming a big source of both outright charitable gifts and charitable bequests? How can life insurance play a role in your plans? And what is an endowment fund?
Bring your beverage or lunch – and your questions – to this informative and fun brisk overview of gifts that will inspire your planning and illuminate the pathway for these plans. Wealth Coach Christopher Mongeon of Parable Wealth Partners joins Kim Bowman, Way to Grow’s director of major and planned giving, to walk us through the benefits of different methods of giving, along with inspired stories of those who have pursued them. There’s no time like the present – join us!
To register, please contact Kim Bowman.