Hit the Easy Button: Advising on Charitable Gifts of Tax Heavy Assets

  • Tue, Sep 20, 2022 11:30 AM - 12:30 PM

  • FreedomBank Meeting Room

    210 South Main Street
    Elkader, Iowa 52043
Ticket Price Free This event is now over
Description

Hit the Easy Button: Advising on Charitable Gifts of Tax Heavy Assets IRAs, Commercial Annuities and Savings Bonds

Johni Hays, J.D., is a recognized expert on charitable gift planning with nearly 30 years of experience. She’ll share information to equip you as you advise your clients in acting on their charitable wishes. Continuing education credits are available for attorneys and lawyers, financial planners, insurance brokers, and bankers!

As part of the Clayton County Foundation for the Future's mission to inspire giving in the community, we are providing this session at no cost through support from the Iowa Council of Foundations. 

Reserve your seat today!

Tuesday, September 20, 2022

11:30am-12:30pm (Lunch included)

FreedomBank Meeting Room

210 S. Main St., Elkader

RSVP by Sept. 13 

Date & Time

Tue, Sep 20, 2022 11:30 AM - 12:30 PM

Venue Details

FreedomBank Meeting Room

210 South Main Street
Elkader, Iowa 52043 FreedomBank Meeting Room
Dubuque Community Foundation

The Community Foundation of Greater Dubuque envisions a vibrant and inclusive Dubuque region where everyone can thrive. Since 2002, we have inspired people to give back to their community, and we turn this generosity into lasting change across our region, increasing access to resources and opportunities that help all people succeed.

Visit dbqfoundation.org to learn about the many ways we are building a strong, thriving Greater Dubuque for all, and how you can donate your time, talents and dollars to transform our region.

 


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