Cullan Duke, JD, CTFA, TEP with Regions Private Wealth Management presenter:
Many of you may already be receiving end of year appeals for donations from your favorite charities. For our November 3 First Friday Talk we are pleased to have Cullan Duke, a trust advisor with Regions Private Wealth Management, scheduled to join us for a discussion of basic charitable gifting techniques that you should consider when doing your own charitable planning. Please join us for an informal discussion of relevant strategies to help you give as efficiently and effectively as possible. Topics that will be discussed include qualified charitable distributions from individual retirement accounts, gifts of appreciated assets, the use of donor advised funds, testamentary gifts, and charitable planning using trusts.
Friday, November 3rd, 2023
Cost: FREE to MBG Members / regular admission for nonmembers
Register via email