Gifting Throughout Your Lifetime
Presented by Wells Fargo Wealth Management and Philanthropic Group
Join us for this free seminar which will provide a walkthrough of gifting strategies at various life stages that incorporates planned giving concepts. Current gifts, charitable gift annuities, charitable trusts, specific bequests and more will be discussed. The presentation will include case studies and examples of the intersections of financial and gift planning throughout a donor’s life. After the presentation a panel discussion will presume to answer attendees’ questions.
Wednesday, October 30, 2013
4:00 p.m. and 6:30 p.m. (repeat)
St. Alexius’ Boniface Auditorium (East Patient Entrance)
RSVP by Monday, October 28 by calling 530-7700 or (800) 843-9628.