Guiding Donors in Creating Their Charitable Legacy: Advanced Strategies in Philanthropic Giving

Presented by: Jennifer Erdelyi, Senior Vice President and Wealth Strategies Advisor, Bank of America & Elizabeth Barnette, CAP®, Managing Director & Senior Philanthropic Strategist, Bank of America

A deliberate, strategic approach to giving can help maximize tax advantages while expanding donor support of nonprofit organizations. For many donors, charitable giving is a central, vital part of their financial lives. Often they make spontaneous gifts of cash, frequently in response to a charity’s solicitation. Yet ad hoc giving, however generous, may be less than optimal for donors and charities. A more deliberate, strategic approach to giving considers donors broader philanthropic and wealth planning goals as well as the full range of assets. In this program, our speakers will focus on different giving options with an emphasis on the more advanced strategies available including Charitable Remainder Trusts, Charitable Gift Annuities, IRAs and other tools.

Date: Thursday, March 28, 2024
Time:  8:30 a.m. to 9:30 a.m.
Location: Online via Zoom

This free program is available to Charitable Gift Planners of Southwest Florida members as well as potential members who wish to join us as guests for this online session. Please register now. 

Please click the titles below to learn more about our speakers. 

Elizabeth Barnette, CAP®, Managing Director & Senior Philanthropic Strategist, Bank of America	Jennifer Erdelyi, CAP®, Senior Vice President and Wealth Strategies Advisor, Bank of America