Event

A Smarter Way to Give

Please join us on Thursday, December 9th for this educational virtual session with Julina Ogilvie, Partner at Principle Wealth Partners in Westport. During this presentation, you will learn more about the charitable landscape, giving today, the differences between common strategies and donor-advised funds.

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About this Event

Seniors on a computer

This virtual session will be presented by Julina Ogilvie, Partner at Principle Wealth Partners in Westport. This presentation will include:

  • The differences between common giving strategies.
  • Increasing trends in philanthropy.
  • Tax benefits with giving and how to increase tax savings.
  • Legacy planning.

Join us to learn more about the benefits of giving and to feel more confident in the philanthropic decisions you are making.

Independent Living