Charitable Giving in Today’s Tax Environment

How has giving changed since 2017? Why should I consider accelerating my giving? Is a donor advised fund the best option for me? When should I set up a charitable remainder trust?
You are invited to hear Stephanie Diamond, Managing Director, Charitable Planning Strategies of Schwab Charitable in New York City speak at the Mystic Museum of Art on October 3, 2019 from 5:30-7:30 pm. At this event, Stephanie will answer these questions and explain much more about how the current tax laws impact the way donors give today. She will also share some new strategies so donors can maximize their giving to their favorite charities.
Before and after the discussion, enjoy light fare and drinks provided by Russ Burgess, Mystic’s local independent Schwab representative.
RSVP to Bill Furgueson at or by calling 860.536.7601 ext. 209 on or before September 23, 2019.