Education Event: Philanthropic Impact

Name: Education Event: Philanthropic Impact
Start: 2025-03-12T16:30:00-05:00
Location: Le Chateau

Schedule

Wed, 12 Mar, 2025 at 04:30 pm

UTC-05:00

Location

Le Chateau | La Crosse, WI

Please register by March 7th!
On March 12th, join Mercer Advisors for an exclusive discussion focused on enhancing your philanthropic efforts. We’ll explore strategic giving options—like planned gifts, stock donations, and in-kind contributions—and how they align with your financial goals. Learn how to unlock tax benefits, prepare for pledge gifts, and create a lasting impact on ORA’s projects and Wisconsin’s outdoor recreation community. Backed by 40 years of expertise in wealth management and integrated planning, Mercer Advisors can assist you in crafting a giving strategy that helps maximize both your impact and your legacy.
Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc. and is not involved with investment services.