Strategic Giving
in Today's Environment
September 18th
Sessions at 10:30 am & 4:00 pm
Charitable giving has never been more dynamic—or more important. This program will explore both traditional and creative strategies for giving—cash, securities, retirement assets, real estate, donor-advised funds, charitable trusts, and more—while highlighting the latest tax and policy changes shaping philanthropy today. Participants will come away with tools to align generosity with personal values, maximize impact, and plan with purpose.










