Give Smart: Charitable Strategies for Investors at Any Stage

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Philanthropy and financial growth don’t have to be separate goals. In fact, the most impactful giving comes from thoughtful planning – especially when your investments are part of the conversation.

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Join us for a practical, down-to-earth conversation with financial advisor Bruce Lear with Five Points Financial Services, to learn how you can use your investment portfolio and other assets to support the causes you care about – while potentially gaining tax advantages and strengthening your overall financial strategy.

 

This session will help you:

• Understand how to give appreciated assets like stocks or mutual funds

• Learn about donor-advised funds and how they work

• Explore the tax benefits of strategic charitable planning

• Build giving into your long-term investment strategy.

 

Whether you’re just starting to invest or have a well-established portfolio, this session will show you how to give smarter. Refreshments will be served (coffee and pastries at the morning session and wine and hors d’oeuvres at the evening session).

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There will be two session times to choose from, August 14 in the morning and August 19 in the early evening. Both sessions will be held at the Kearney Area Community Foundation's Community Collaboration Space. 2908 W 39th Street, Suite A. More information on each is below.

 

Space is limited, registration required. Please click here to sign up.

 

August 14:

• 9:00-9:30 am – coffee and settling in

• 9:30-10:30 am – presentation/Q&A

• 10:30 am – social time

 

August 19:

• 5:00-5:30 pm – grab a drink and settle in

• 5:30-6:30 pm – presentation/Q&A

• 6:30 pm – social time