On-Demand Webinar

TAX-SMART PHILANTHROPY

We all have causes that we love to support.
But who loves taxes?

Learn the latest trends in tax-smart philanthropy.

Whether you donate $100 a year or $100,000, in this educational, on-demand webinar, financial advisors Chris Ruedi and Justin Smith will help you learn some tax-smart philanthropy strategies.

Since the Tax Cuts & Jobs Act went into effect in 2017, millions of people no longer receive a tax benefit for the generous donations they make. But it doesn’t have to be this way. You can develop a plan that is strategic, designed to align with your goals while making an impact for the causes you care about.

Watch On Demand!

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PREVIOUS ATTENDEES SAID:

Friendly and knowledgeable speakers who provided helpful tools and smart strategies. The content was clear, concise and timely.

Robin C.

Easy to understand. Great introduction to different options available.

Marie V.

Presenters were excellent and gave me further insight into what I may be able to do for charitable giving.

Paul L.

In 2024, cutting a check isn’t cutting it.

Effective giving methods are always changing. Register for our on-demand educational video to learn about these Top 5 Tax-Smart Strategies:

Bunching Donations
Donor Advised Funds
Qualified Charitable Distributions
Charitable Trusts
Charitable Estate Planning

No compensation was paid to attendees for their comments. Positive comments are not an endorsement and webinar satisfaction is not guaranteed. Please see Important Disclosures.

About Savant Wealth Management

Savant Wealth Management is a leading independent, nationally recognized, fee-only firm serving clients for over 30 years. As a trusted advisor, Savant Wealth Management offers investment management, financial planning, retirement plan and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting.