Planning to Give


Planning to Give

In Partnership with Heritage Wealth Advisors

Tuesday, May 18, 2021
12 – 1:00 p.m. PDT

Making a lasting impact requires thoughtful planning. Donor-advised giving, an innovative and strategic method to ensure giving is appropriately allocated, has proven to leave a legacy of transformative change. This upcoming session on planned giving is designed to provide tangible approaches for redirecting financial gifts to ensure the charities donors have long invested in continue to be supported. Topics of discussions will include: 

  • How to get tax benefits now for gifts that are made to charity sometime in the future 
  • How to avoid tax on RMD's (required withdrawals from IRAs and 401k's) 
  • How to get certain benefits of trusts (probate avoidance, creditor protection, control over when kids get money, etc.) without the costs of setting up a trust 
  • Donor Advised Funds, Dynasty Trusts, Capital Gains Bypass Trusts, and more

By the end of this program, attendees will have a better understanding of how to designate donations to the charities they support that might otherwise go to the IRS without proper planning. To learn more about this event and RSVP, click the link below.


Erin Scannell, CFP, Chief Executive Officer, Heritage Wealth Advisors

Allison Parker, Managing Director, Philanthropy Strategies, Seattle Foundation

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For questions about this event, contact Cherlyn Cloy, Gift Planning Advisor.