Planned Giving Seminar

Leaving Your Legacy

November 13, 2019 from 7 to 8:30 p.m.

In the LPAC at Pius X High School, 6000 A St.

Please join us for a panel discussion using real-life and creative examples demonstrating the many ways in which you can save on taxes and invest in the future of Pius X High School.

The planned giving seminar will cover these topics:

  • Donating Required Minimum Distributions (RMDs) from Traditional IRAs
  • Wills and Bequests
  • Revocable Trusts
  • Stock and Appreciated Asset Gifts
  • Beneficiary Designations

Panelists Patrick Timmer and Chris Raun will also discuss how to strategize your giving as to maximize the charitable income tax deduction.

The moderator is Doug Koenig. Light refreshments will be served.