Reaching your philanthropic goals does not need to be an overwhelming process. The Community Foundation serving Southwest Colorado and the Colorado Planned Giving Roundtable invite donors to join an exploration on how to leverage Individual Retirement Accounts (IRAs) to support their favorite charities.
Be our guest Wednesday, June 26, 8:00 – 9:15 AM at El Moro Spirits and Tavern (945 Main Avenue, Durango) for a free planned giving workshop.
You will learn about tax advantaged strategies you can use now and in estate planning to further your philanthropic goals. IRAs are often an underutilized giving vehicle. Come learn how this tool can benefit you and the community. No registration required, simply show up for an informative discussion.
Roundtable experts include:
- Brandy Bertram, Colorado Planned Giving Roundtable
- Rachel Kuss, Certified Financial Planner, Kennebec Wealth Management
- Chuck Fredrick, Certified Public Accountant, Fredrick Zink & Associates
- Briggen Wrinkle, Executive Director, Community Foundation serving Southwest Colorado.
Coffee and conversation will flow freely. Delicious burritos from the El Moro team will be available for purchase (limited supply — first come, first served).
Questions? Please email Tracy@swcommunityfoundation.org.
