Smart-Giving Workshop
Schedule
Sat Mar 01 2025 at 10:00 am to 12:00 pm
UTC-05:00Location
Treasure Coast Presbyterian | Stuart, FL
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Join us at the Smart-Giving Workshop to learn how to make the most impact with your charitable donations!About this Event
A Free In-Person Seminar on Tax-Efficient Giving Strategies
We are excited to host a Smart Giving Workshop, provided by the PCA Foundation. At this workshop, an experienced gift strategist will provide an introduction to estate planning best practices and how to structure your charitable giving of your estate for maximum Kingdom impact by harnessing the benefits of tax efficient giving strategies. We would encourage you to attend this workshop especially if you:
- Own non-cash assets like a business, real estate or cryptocurrency
- Are experiencing elevated taxable income like a bonus, inheritance or liquidation event
- Anticipate making a large charitable bequest from your estate
- Want to create lifetime income while making long-term gifts.
The workshop will cover two main themes:
- Basic Estate and Gift Planning (45 minutes)
- Giving Non-Cash Assets and Advanced Gift Planning (45 minutes)
We provide an inter-session for all attendees which includes a brief overview (20 minutes) of Scripture that provides a biblical framework for thinking about wealth and giving.
Agenda
🕑: 10:00 AM - 10:45 AM
Basic Estate and Gift Planning
🕑: 10:50 AM - 11:05 AM
Inter-Session
🕑: 11:10 AM - 12:00 PM
Giving Non-Cash Assets and Advanced Gift Planning
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Where is it happening?
Treasure Coast Presbyterian, 203 Southwest 3rd Street, Stuart, United StatesEvent Location & Nearby Stays:
Tickets
USD 0.00
