Broker Check
23 Sept
Charitable Giving, Giving Strategically and the Reciprocal Tax Benefits


We invite you to join us for an intimate conversation about charitable planning, giving strategically and the reciprocal tax benefits over wine & charcuterie.  
  • Over 72?  Use your RMD to make Qualified Distributions from you IRA
  • Donate appreciated stock or real estate
  • Combine multi-year Charitable Giving
  • Know the rules before donating furniture, cars and other items

Use Donor Advised Funds (DAF):
  1. No capital gains tax on gifts of appreciated assets
  2. DAF are not subject to estate taxes.
  3. Investments in a DAF can appreciate tax-free.
  4. Subject to alternative minimum tax (AMT)?  your contribution will reduce your AMT impact.

Date and Time

Thu, Sep 23, 2021

6:00p - 7:30p CST


Kathryn Humecki & Associates

19900 Governors Drive Ste 101
Olympia Fields , IL 60461
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