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Maximize Your Charitable Giving and Help Minimize Your Taxes

September 24 at 12:00 pm - 1:00 pm

We invite NYLPI’s supporters for a webinar: Maximize Your Charitable Giving and Help Minimize Your Taxes. We have partnered with our financial team at Raymond James to bring you an overview of tax-smart giving.

We will review tax reforms and giving strategies that help you maximize your charitable giving to NYLPI, or any other charity, while minimizing your taxes. The qualified team from Raymond James will discuss itemizing, cash donations, bunching gifts, giving with appreciated stocks, donor-advised funds, and qualified charitable distributions from your IRA.

Did you know that gifts of stocks can give your family a big tax benefit even in a fluctuating market?

That if you use a Donor Advised Fund, you can potentially grow your donation, tax-free?

There are many strategies available to you to make sure you are giving effectively and we want to help!

For instance, money going into and being distributed by Donor-Advised Funds (DAF) rose by 20% between 2018 and 2019. The National Philanthropic Trust (NPT) anticipates a 54% increase in 2020, despite the recent economic crisis because DAF giving is not affected by economic uncertainty. Similarly, Qualified Charitable Distributions (QCDs) are continuing to increase among donors with an anticipated 50% growth in the next 2 years.

With TWO offerings, this is a webinar not to miss. Both sessions will present the same information, so please join us as your schedule allows!

Monday, September 14, 2020
12:00pm – 1:00pm
Register by clicking here.

Thursday, September 24, 2020
12:00pm – 1:00pm
Register by clicking here.

Take your lunch with us and gain valuable information on how to maximize your charitable giving and minimize your taxes.

Do you have questions you want to make sure we address? Email our Director of Development, Geneva Morris at gmorris@nylpi.org before the session.

We hope you will join us for this special offering put together to help as you plan your giving this fall. Please feel free to share with your contacts, or anyone who may be interested in learning more about tax-smart giving.



September 24
12:00 pm - 1:00 pm
Event Category:


Via ZOOM Webinar


New York Lawyers for the Public Interest

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