Philanthropy as Part of Your Wealth Management Plan

Charitable giving has become an integral part of many affluent families’ financial and legacy planning. This webinar will guide you through the numerous options available to make a meaningful impact beyond simply writing a check.

Join us as we explore a variety of giving strategies tailored to fit your family’s values and goals. From in-kind donations and Qualified Charitable Distributions (QCDs) to establishing private foundations or donor-advised funds, we’ll help you navigate the complexities of charitable contributions.

Chris Sarlo, founder of Life Science Wealth, will walk you through how these methods can enhance tax efficiency while maximizing the impact of your philanthropic efforts. Learn how to integrate charitable giving into your overall financial plan, ensuring your donations are aligned with your long-term goals and legacy wishes.

Whether you’re looking to make a one-time contribution or establish a lasting foundation for future generations, this webinar will provide valuable insights to make the most of your charitable giving. Join us to discover the many ways you can support the causes you care about while benefiting your family’s financial future.