Charitable giving remains an important part of many individuals’ and families’ financial and legacy planning. Join Schneider Downs Wealth Management, Veterans Leadership Program and Heritage Community Initiatives for a discussion on strategic philanthropy, charitable giving strategies and trends that help donors create meaningful community impact while supporting their broader financial goals.
Charitable Giving Strategies You’ll Learn
- Identify tax-efficient charitable giving strategies — including donor-advised funds, appreciated securities, qualified charitable distributions, charitable trusts, and planned gifts — and understand how each may support a donor’s broader tax, investment, and estate planning goals.
- Evaluate how charitable gift structure affects both donor outcomes and nonprofit impact, including the difference between cash, securities, DAF grants, restricted/unrestricted gifts, and more complex vehicles.
Speakers
- Gregg Daily, AIF® — Partner & Senior Wealth Manager, Schneider Downs Wealth Management
- James Moyer, CFP®, MBA — Partner & Senior Wealth Manager, Schneider Downs Wealth Management
- Paula McWilliams — President & CEO, Heritage Community Initiatives
- Ben Stahl, D.Sc. — CEO, Veterans Leadership Program
CPE Information
- Delivery Method: Group Internet Based
- Learning Level: Overview
- Prerequisites: None
- Advanced Preparation: None
- Field of Study: Tax (1 CPE Credit)
- Contact (Registration/Technical Issues): Lindsay Sherrill
In order to be awarded CPE credit(s), you must be present for a minimum of 50 minutes after the start of the event and respond to at least three polling questions.
Schneider Downs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
About Schneider Downs Wealth Management
Schneider Downs Wealth Management has been providing investment and retirement services since 2000. Although our service platforms continue to evolve, commitment to our clients remains our first priority. Our service is tailored to your individualized goals but built on the fundamental principles of our practice: fiduciary guidance, fee transparency and goal-based decision making. To learn more, visit our dedicated Wealth Management page.
Schneider Downs Wealth Management Advisors, LP (SDWMA) is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). SDWMA provides fee-based investment management services and financial planning services, along with fee-based retirement advisory and consulting services. Material discussed is meant for informational purposes only, and it is not to be construed as investment, tax or legal advice. Please note that individual situations can vary. Therefore, this information should be relied upon when coordinated with individual professional advice. Registration with the SEC does not imply any level of skill or training.