You are warmly invited to join us for a morning conversation at Makers Mill focused on smart, tax-efficient ways to support the causes you care about.
During this informal session, we will explore the benefits and strategies of donating non-cash assets—such as appreciated stock, IRA distributions, and donor-advised funds—and how these giving strategies can help you make a greater impact while potentially reducing your tax burden. We will also review how recent tax law changes may influence charitable giving decisions.
We are pleased to welcome Brian H. Laing, Financial Advisor with Edward Jones, who will share insights and be available to answer your questions. Brian takes a thoughtful, personalized approach to financial planning, helping individuals and families align their investments with their long-term goals and comfort with risk.
Please join us for coffee, muffins, and conversation:
Time: 9:00 – 10:00 AM
Location: Makers Mill, upstairs conference room
Zoom Option: Feel free to "zoom in" here if you prefer- https://us02web.zoom.us/j/88968934385
Following the session, you are welcome to stay for our regularly scheduled tour of Makers Mill at 10:00 AM.
We hope you can join us for this informative and engaging morning. Please RSVP here to let us know if you plan to attend.
