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This year more than most, we are at a precipice regarding potential tax law changes as we await Congress on very significant legislation. With this in mind, this December 31st may have more significance than other year-end’s. In this session, we will explore different year end planning and giving options, particularly in light of the potential changes currently being considered. Additionally, we will review charitable planning ideas that can help you meet your philanthropic and retirement goals as well as reduce your taxes.

About Jonathan Gudema

Jonathan Gudema has for over 25 years advised non-profits and their supporters on planned gifts and estate planning strategies. An attorney by training, Jonathan has played key roles managing planned giving programs, working with staff, donors and advisors in closing significant planned gifts. Jonathan is also the author of The Planned Giving Blog ».