Serendipity Talk: Giving Smarter: Charitable Planning Under the New Tax Laws
David Hurwitz, Charitable Planning Under the New Tax Laws
Monday, October 26
3:30-4:30 PM
Online
Charitable giving can be personally meaningful, but with thoughtful planning, it can also be more tax-efficient. Recent changes to the tax laws make this an especially good time to revisit how and when you give.
Join David Hurwitz for a one-hour seminar exploring strategies designed to help maximize the tax benefits of charitable giving. David will discuss Qualified Charitable Distributions (QCDs), Donor-Advised Funds (DAFs), planned giving strategies, and how charitable contributions can be coordinated with your broader tax, retirement, and estate planning. Whether you are already charitably inclined or simply want to better understand your options, this program will provide practical ideas for making your giving more thoughtful, strategic, and tax-efficient.
David Hurwitz CFP®, AIF®, BFATM, APMA®, CRPCTM, RICP®, AEP®, CRPSTM, is a Private Wealth Advisor and longtime instructor of OLLI’s retirement planning course. He is a Certified Financial Planner Practitioner™ and retirement planning specialist with numerous professional certifications and honors, including recognition by Bethesda Magazine, Forbes, and Washington Post Magazine.
No registration is required. The Zoom link will be e-mailed to all those subscribed to the OLLI newsletter the morning of the talk. If you do not receive the newsletter and would like to attend, please join the email list at https://www.olli-dc.org/join_email_list.