Malvern Bank to Host Free Seminar About ‘Gainful Giving’

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Malvern Bank will host a free seminar – “Gainful Giving; A Charitable Giving Seminar,” on Tuesday, Nov. 29 in the Washington Building at Historic Yellow Springs at 1701 Art School Road in Chester Springs. A “mix and mingle” will begin at 4:30 PM with the program beginning at 5:30 PM.  

Attendance is free but registration is required. Reservations can be made by visiting the Charitable Giving online registration page at Malvern Bank’s website.

“This seminar will offer important information on how nonprofits’ financial needs can intersect with philanthropic giving in the most mutually beneficial way,” said Anthony C. Weagley, President and CEO of Malvern Bank and President of its charitable arm, the Malvern Federal Charitable Foundation. “Attendees will learn about maximizing the impact of their donations to their favorite charities. And potential donors will have the opportunity to meet representatives of several regional nonprofits.” 

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. 

Fredricks will lead a discussion that will focus 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. 

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. 

“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.” 

Local nonprofit organization representatives will be in attendance and will have information about their organizations for donor attendees to consider. The event will begin with a “meet the nonprofits” mix and mingles followed by Fredricks’ presentation. 

“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,” said Weagley. “The first-time 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.” 

Learn more about Malvern Bank.

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