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Giving with Purpose: Tax-Savvy Approaches to Charitable Giving

As tax season approaches, we invite you to join the IEEE Foundation and Jordan Cohen, CFP®, for an insightful and practical webinar where we explore how you can give back while maximizing your tax benefits. Whether you’re a seasoned donor or new to charitable giving, this session will equip you with practical insights to optimize your philanthropy.

In this session, we’ll cover key tax-efficient giving strategies, including how to use IRA distributions for charitable donations, the benefits of Qualified Charitable Distributions (QCDs), and when to employ a Donor-Advised Fund (DAF) for more control and flexibility in your giving. We’ll also explore innovative ways to enhance your impact while maximizing your tax benefits.

Don’t miss this opportunity to turn your good intentions into meaningful action. Whether you want to give locally or globally within IEEE, this webinar will give you the tools and knowledge to make a genuine difference.

Reserve your spot today and start making an impact that lasts!

Details

Date:
5 March
Time:
2:00 pm - 3:00 pm EST
Website:
https://events.vtools.ieee.org/m/465099

Venue

Virtual