Charitable Trends and Techniques Every Advisor Should Know

WEDNESDAY, OCT. 16, 2019
2:30 to 6 p.m.
The Westmoreland Museum of American Art, 221 N. Main Street, Greensburg, PA 15601

Clients who have a passion for personal philanthropy are always searching for new ways to be more effective in their charitable giving. Our fall Continuing Legal Education speaker, Bryan Clontz, will present provocative case studies and real-world examples of strategies designed to maximize your clients’ impact. Included in the discussion will be unconventional charitable assets such as real estate, closely held stock and limited partnerships. He'll also discuss the tax benefits that are tied to these assets.

For information, please email event@pghfdn.org.