NextBillion - A WDI Publication

As year-end giving and tax-planning season approaches, we are pleased to invite you to a special virtual event for the PSI community focused on making the most of your charitable giving.

Tax-Smart Charitable Giving: Practical Strategies for Year-End and Beyond

Wednesday, October 21 | 12:00–12:45 p.m. ET 

Register Now

PSI will be joined by financial advisor David Tenerelli of Values Added Financial for a practical conversation about charitable giving and financial planning.

David will share several strategies that may help donors give more tax-efficiently, including:

• A new charitable deduction available to some taxpayers who do not itemize
• The potential advantages of donating appreciated stock
• Ways charitable giving can be incorporated into IRA and retirement planning

The conversation will also touch on how lifetime and legacy giving can work together as part of a thoughtful charitable plan.

The 45-minute session will include time for audience questions, and you are welcome to join whether you already have a charitable giving plan or are simply interested in learning more.