Speaker: Danielle Howard, CFP®, CKA®, Wealth By Design, LLC

Topic: The New Now in Philanthropy - COVID Clarity, Secure and Cares Act Legislation Impact on Giving

Now is time to experience true wealth as found in the joy of giving. We would like to invite you to explore how philanthropy is changing in our current COVID season and support you in your charitable endeavors. Danielle Howard will present a 30-minute overview of the following:

• Personal mindsets around philanthropy
• Itemized tax deduction changes for 2020
• Universal tax deduction for 2020
• Qualified Charitable Distribution
• Stretch IRA alternative
• Lump and clump strategy to optimize giving tax efficiencies

Attendees will learn of our need to change mindsets and modalities around charitable intentions in the COVID season, gain perspective on "scarcity" or "sufficiency" mindsets, and take away tools and techniques to optimize giving with recent legislation and clarification of personal intentions. The presentation will be followed by a brief Q&A session.

Register to receive zoom link: www.carbondale.com | 970.963.1890


Investment Advisor Representative, Cambridge Investment Research Advisors, a Registered Investment Advisor.  Cambridge and Wealth By Design, LLC. are not affiliated