When:
May 8, 2024 @ 4:00 pm – 6:00 pm
2024-05-08T16:00:00-04:00
2024-05-08T18:00:00-04:00
Where:
Perry Hotel - Rose Room
100 Lewis St.
Petoskey
MI
100 Lewis St.
Petoskey
MI
Contact:
Jennifer Yelovina
May 8, 2024 – Charitable Giving Strategies
Presented by Garrett Ullman, DJ Jones, & Jennifer Yelovina
Participants will gain insights into common tax-advantaged charitable giving techniques including Qualified Charitable Distributions (QCDs), Charitable Gift Annuities (CGAs) and gifts of appreciated securities, all offering benefits to both nonprofit organizations and your donor/client base.
Garrett Ullman, CFP, Wealth Management Advisor, Greenleaf Trust
DJ Jones, CAP®, Executive Director, Petosky Harbor Springs Area Community Foundation
Jennifer Yelovina, CFRE, CAP®, Senior Director, Gift Planning & Principal Gifts, Western Michigan University
JOIN US!
4:00 p.m.: Sign-in and meet and greet
4:15 p.m.: Program begins
5:15 p.m.: Networking, appetizers, and cash bar