The Women and Wealth initiative provides tailored educational opportunities focused on financial topics important to women in the communities we serve. In this bi-monthly forum, we meet online for an hour to discuss things like getting your financial house in order, investments, retirement income, financial planning and how these topics can significantly impact financial security. We hope you will join us for an upcoming event.
Please join us for our Women and Wealth Series
August 15th4:00 pm
Topic: Charitable Giving
We will discuss:
- Charitable Giving Options
- What is a Community Foundation
- Donor-Advised Funds
- Qualified Charitable Distributions
- Gifting Stock
- Charitable Trusts
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