Help your dollars deliver on the wishes of your heart.

If you already give — to the church that steadied you, the school that shaped you, the hospital that showed up when it mattered most, the next crucial question is whether your giving is doing everything it could.

Many generous households give faithfully without realizing how much the structure of a gift can matter. The asset you give, the account it comes from, and the timing can affect taxes — and how far your generosity goes.

In one hour, in plain language, we'll cover:

• Why some charitable gifts deliver less tax benefit than expected.
• How appreciated stock can often be more tax-efficient than cash.
• Why giving directly from an IRA can be especially valuable after age 70½.
• When combining multiple years of giving — often using a donor-advised fund — may make sense.
• How timing can change the tax impact of a gift.
• Why waiting until December can narrow your options.

No jargon. Real examples. Time for your questions.

Come find options for fulfilling your generosity.