Have you wondered whether your gift to Rivermont was the most tax-efficient? What about how Rivermont could fit into your estate planning? Or do you not know where to start?
Please join Rivermont and three local experts in planned giving for a complimentary strategy meeting to review the multiple ways you could gift to the charities you love, the tax benefits associated, and how to avoid certain pitfalls. This session is open to anyone from those just getting started with financial planning to families that have been giving for years!
Introduction to Tax-Advantaged Giving – A Fireside Chat
Saturday, September 21, 2024
11:00 a.m. and 1:00 p.m.
Rivermont Collegiate
1821 Sunset Drive, Bettendorf, IA 52722
Open to the public. FREE to attend.
Part of the School’s 140th Birthday Celebration