Making the most of your charitable giving

Thursday, February 9, 2012, 1 p.m. ET

Register for this webcast

Charitable giving can be a source of immense personal satisfaction, yet it can be challenging to understand and leverage important gift planning strategies. Maximize your charitable giving and financial planning now and for years to come by attending this event.

Agenda

  • Tax considerations and the charitable giving implications
  • Timing of a charitable contribution
  • Charitable vehicles such as
    • Donor-advised funds
    • Charitable trusts
    • Private foundations
    • And more!

Presenters

  • Margae Diamond, Vice President of Development, Schwab Charitable
  • Stephanie Diamond, Director of Development, Schwab Charitable

McGladrey LLC provides investment advisory services, financial planning and other wealth management services to individuals and businesses. McGladrey LLC is an SEC-registered investment advisor.