Waterloo Community Foundation Announces “Windows on Waterloo” Presentation with Theresa Hoffman
Join us Thursday, November 4 at 11 AM as we hear from Theresa Hoffman, a partner at Beecher, Field, Walker, Morris, Hoffman & Johnson Law Firm in Waterloo.
Theresa is one of our founding Board Members and has a wealth of expertise about charitable giving and estate planning that is relevant for both donors and non-profit organizations.
This time of year donors are thinking about a variety of different ways to give and considering the tax advantages of each. She will guide us through some of the more unique ways of giving including distributions from retirement plans, appreciated assets, testamentary bequests, and life insurance. We will also receive information about specific tax credits to consider and the importance of estate planning.
Be sure to bring your questions! Theresa will be a wonderful resource to set you and/or your organization up for success in this year end giving season.
Email firstname.lastname@example.org to receive the link for this webinar.