Malvern Bank will host a free seminar “Gainful Giving: A Charitable Giving Seminar” – on Tuesday, Nov. 29 at Historic Yellow Springs at 1701 Art School Rd in Chester Springs.
The seminar’s featured speaker is Laura Fredricks, an international consultant, speaker, and best-selling author. Fredricks has been inspiring individuals and families for more than 30 years to make the right charitable gift at the right time through the right vehicles that accomplishes their philanthropic goals.
The event will begin with meeting the nonprofits at a “mix and mingle” at 4:30 PM. Local nonprofit representatives will be in attendance and will have information about their organizations. After you have the opportunity to meet numerous worthy charities, Fredricks’ will begin her presentation at 5:30 PM and help guide you to your best charitable giving options.
“As we move forward in our lives, many of us begin to think of what our legacy will be, and we may not know what opportunities are available or how to actualize them. This seminar is a great way for donors to learn some of the ways they can achieve their personal goals and meet representatives from local nonprofit groups – all at one time and in one place,” said Anthony C. Weagley, President and CEO of Malvern Bank and President of its charitable arm, the Malvern Federal Charitable Foundation.
Fredricks will lead a discussion focused on charitable strategies, from the simple to the complex, with different methods of giving that will allow donors to better decide what charitable giving plan fits their philanthropic goals now and in the future.
“Charitable giving can be much more than an end-of-year check to your favorite nonprofit,” said Fredricks. “It can be a key element in a financial plan that, if structured properly, will not only accomplish philanthropic goals but also will provide tax and income benefits that can further your personal financial objective.”
Seminar topics will include:
- How lifetime gifts differ from charitable bequests.
- How income tax deductions factor into charitable gifts.
- Giving methods that defer donations but yield upfront benefits to donors.
- How to donate effectively using assets such as retirement benefits or life insurance.
- Techniques that give donors the flexibility to change their mind about which organizations will receive their charitable donations.
Attendance is free but registration is requested. Reservations can be made by visiting the Malvern Bank website’s Charitable Giving registration page.
Learn more about Malvern Bank.