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. Clear examples. Time for your questions.

Join us to explore what your generosity could accomplish.