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Charitable Giving Through Estate Planning
Discussion Topics:
•Unwanted RMD's? How to save on taxes with Qualified Charitable Distributions
•The Ins and Outs of Donor-advised Funds
•How to prepare as Congress and President Biden discuss raising taxes.
•How can Charities help minimize taxes on your IRA's.
•A.C.F. can take the guess work out of charitable giving
•Options for giving while you are alive and after you pass
•You can create a flexible charitable giving plan that can change over time

May 18, 2021 01:00 PM in Arizona

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Matthew Fitzgerald
Financial Advisor @Edward Jones
Matthew is a native to Northern Arizona and has been with Edward Jones since 2016. He believes in focusing on what is most important to his clients to be able to help them reach their financial goals. Matthew has been recognized for several years in a row for exceeding client and business goals. Matthew lives in Cottonwood, AZ with his wife and daughter. He enjoys supporting the community and currently serves on the board of the Humane Society of Sedona.
Jonathan Linford
Partner, Attorney at Law @Morris Hall
Jon was raised in Arizona as the oldest of seven children. He attended law school at the University of Arizona. During law school, he received recognition for excellence in legal writing. Jon has worked with individual clients on many matters and discovered that his true passion was assisting families in estate planning and administration. Jon is a member of various community organizations, and was recently voted the best lawyer in Sedona 2018-2020 by Sedona Readers' Choice.
Jennifer Perry
Regional Director @Arizona Community Foundation of Sedona
Jennifer Perry is the Regional Director of the Arizona Community Foundation of Sedona. Jennifer is a philanthropic expert having working in the non-profit development sector for over 20 years. Jennifer earned her B.A. from Syracuse University and her M.B.A. from Simmons Graduate School of Management.