Achieving Clients’ Charitable and Financial Goals with Split Income Gifts: Background and Case Studies presented by Cathy Shore Steinhafel, L’89, Senior Director of Development, Planned Giving, Marquette University, and Katie Hofman, DePaul Law’87, Associate Vice President, Planned Giving, Marquette University.
June 3, 2020
Noon to 1 p.m.
Complimentary program; however registration is required.
Charitable provisions of the recent CARES Act and our current economic environment are influencing many financial goals and objectives. Learn how three split-income gifts—including charitable gift annuities, charitable lead trusts and charitable remainder trusts—can be leveraged by your philanthropic clients (or you) to increase cash flow, supplement retirement income, offset taxable income, or pass assets to heirs in a tax-efficient way and make a meaningful and timely impact on their favorite charities.