News & Resources


Estate Planning Seminar: Charitable Giving

, Nicole Hill, Director, American Cancer Society
Grimaldi's Pizzeria

15147 N. Scottsdale Road
Suite H-135
Scottsdale, AZ 85254

Program Overview:

Maximize Wealth and Save Taxes Through Charitable Giving

  • Simple Charitable Giving
    • Wills/Trusts
    • 401K/IRA Beneficiary Designations
  • Flexible Charitable Giving
    • Private Foundations
    • Donor Advised Funds
  • Charitable Giving and Income Tax Planning
    • Charitable Remainder Trusts
    • Charitable Lead Trusts

All registrations must be received by Friday, November 4, 2016. There is no fee to attend this seminar. However, registration is required.