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DTSTART:20230517T170000Z
DTEND:20230517T180000Z
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SUMMARY:Inspired Perspectives | Strategies for Tax-Efficient Charitable Giving
DESCRIPTION:Charitable giving remains strong in the U.S. Eide Bailly Financial Services hosts experts from Schwab Charitable who will share tax-smart strategies to maximize your charitable giving impact. Schwab Charitable  is an independent\, public charity created to help increase charitable giving in the U.S. through the simple\, tax-smart giving solutions. Since inception in 1999 Schwab Charitable clients have granted $26.8 billion to charities\, $4.7 billion in 2022 alone. Learn how Eide Bailly Financial Services can help with your charitable giving strategy.\n\nLearning Objectives:\n\n\n	Explore charitable trends and the current giving environment.\n	Summarize tax-efficient charitable giving strategies.\n	Discuss the Schwab Charitable Giving Guide\, a comprehensive tool that helps you build a strategic giving plan.\n	Identify additional philanthropic resources to help you and your family maximize your charitable impact.\n\n\nFacilitator:\n\nAustin Fields\, CPA\, Financial Advisor | Eide Bailly Financial Services\, LLC\n\nAustin has been providing public accounting and financial services to businesses and individuals all over the country. Austin provides holistic wealth management through investment and financial planning including cash flow analysis\, retirement planning and asset allocation with an emphasis on tax efficiency.\n\nPresenters:\n\nChris Altimont\, Manager\, Charitable Consulting | Schwab Charitable\n\nChris is Manager of Charitable Consulting at Schwab Charitable. In his role\, he works closely with investment advisors and their clients to provide innovative solutions for integrating charitable planning into the wealth management process. Chris joined Schwab Charitable in 2018 and has held a variety of roles in grants\, operations\, and business development. Chris earned his bachelor's degree in Business Management from Abilene Christian University and holds FINRA Series 7 and 66 licenses. Chris supports his local parish as well as emergency humanitarian and disaster relief\, and volunteers at food pantries in the Denver metro area.\n\nChristopher J. Boyce\, Senior Consultant | Schwab Charitable\; Central Region\n\nChris has over twenty years of financial services industry experience with senior business development roles at Zacks Investment Research\, BNY Mellon/Pershing\, CFA Institute and Aon Hewitt\, Inc. Chris earned a Bachelor in Business Administration\, Finance from the University of Wisconsin-Milwaukee.\n\nRuby Pediangco\, Senior Manager\, Tax\, Trust & Estate | Schwab Charitable\n\nRuby is Senior Manager of Tax\, Trust & Estate at Schwab Charitable. She educates advisors and donors on tax and legal issues associated with complex gifts\, and conducts the due diligence review of donated assets. Complementing her donor-advised fund knowledge is her two decades of charitable planning experience in both the nonprofit and financial services industries. She brings to her role expertise in planned giving\, private foundations\, wealth planning\, and business exit strategies. Ruby holds a Bachelor of Arts from the University of California\, Irvine and a Juris Doctor from the University of Washington School of Law. She is a member of the California and Washington state bars and the Minnesota Gift Planning Association.\n\nCPE Information\n\nCPE Credit: 1\n\nField of Study: Taxes\n\nLevel of Knowledge: Basic\n\nDelivery Method: Group-Internet Based\n\nAdditional Information: This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies\, please contact Amy DeGeorge.
X-ALT-DESC;FMTTYPE=text/html:<p>Charitable giving remains strong in the U.S. Eide Bailly Financial Services hosts experts from Schwab Charitable who will share tax-smart strategies to maximize your charitable giving impact. Schwab Charitable&trade\; is an independent\, public charity created to help increase charitable giving in the U.S. through the simple\, tax-smart giving solutions. Since inception in 1999 Schwab Charitable clients have granted $26.8 billion to charities\, $4.7 billion in 2022 alone. Learn how Eide Bailly Financial Services can help with your charitable giving strategy.</p>\n\n<p><strong>Learning Objectives:</strong></p>\n\n<ul style="list-style-type:none">\n	<li>Explore charitable trends and the current giving environment.</li>\n	<li>Summarize tax-efficient charitable giving strategies.</li>\n	<li>Discuss the Schwab Charitable Giving Guide\, a comprehensive tool that helps you build a strategic giving plan.</li>\n	<li>Identify additional philanthropic resources to help you and your family maximize your charitable impact.</li>\n</ul>\n\n<p><strong>Facilitator:<br />\n<a href="https://www.eidebailly.com/people/2401" style="box-sizing: border-box\; background-color: transparent\; color: rgb(10\, 93\, 103)\; padding: 0px 2px\; margin: 0px\;">Austin Fields\, CPA\, Financial Advisor&nbsp\;| Eide Bailly Financial Services\, LLC</a></strong><br />\nAustin has been providing public accounting and financial services to businesses and individuals all over the country. Austin provides holistic wealth management through investment and financial planning including cash flow analysis\, retirement planning and asset allocation with an emphasis on tax efficiency.</p>\n\n<p><strong>Presenters:<br />\n<a href="mailto:Chris.Altimont@Schwab.com?subject=Question%20Regarding%20an%20Upcoming%20Eide%20Bailly%20Webinar" style="box-sizing: border-box\; background-color: transparent\; color: rgb(10\, 93\, 103)\; padding: 0px 2px\; margin: 0px\;">Chris Altimont\, Manager\, Charitable Consulting | Schwab Charitable</a></strong><br />\nChris is Manager of Charitable Consulting at Schwab Charitable. In his role\, he works closely with investment advisors and their clients to provide innovative solutions for integrating charitable planning into the wealth management process. Chris joined Schwab Charitable in 2018 and has held a variety of roles in grants\, operations\, and business development. Chris earned his bachelor&rsquo\;s degree in Business Management from Abilene Christian University and holds FINRA Series 7 and 66 licenses. Chris supports his local parish as well as emergency humanitarian and disaster relief\, and volunteers at food pantries in the Denver metro area.</p>\n\n<p><strong><a href="mailto:chris.boyce@Schwab.com?subject=Question%20Regarding%20an%20Upcoming%20Eide%20Bailly%20Webinar" style="box-sizing: border-box\; background-color: transparent\; color: rgb(10\, 93\, 103)\; padding: 0px 2px\; margin: 0px\;">Christopher J. Boyce\, Senior Consultant | Schwab Charitable\; Central Region</a></strong><br />\nChris has over twenty years of financial services industry experience with senior business development roles at Zacks Investment Research\, BNY Mellon/Pershing\, CFA Institute and Aon Hewitt\, Inc. Chris earned a Bachelor in Business Administration\, Finance from the University of Wisconsin-Milwaukee.</p>\n\n<p><strong><a href="mailto:Ruby.Pediangco@Schwab.com?subject=Question%20Regarding%20an%20Upcoming%20Eide%20Bailly%20Webinar" style="box-sizing: border-box\; background-color: transparent\; color: rgb(10\, 93\, 103)\; padding: 0px 2px\; margin: 0px\;">Ruby Pediangco\, Senior Manager\, Tax\, Trust &amp\; Estate | Schwab Charitable</a></strong><br />\nRuby is Senior Manager of Tax\, Trust &amp\; Estate at Schwab Charitable. She educates advisors and donors on tax and legal issues associated with complex gifts\, and conducts the due diligence review of donated assets. Complementing her donor-advised fund knowledge is her two decades of charitable planning experience in both the nonprofit and financial services industries. She brings to her role expertise in planned giving\, private foundations\, wealth planning\, and business exit strategies. Ruby holds a Bachelor of Arts from the University of California\, Irvine and a Juris Doctor from the University of Washington School of Law. She is a member of the California and Washington state bars and the Minnesota Gift Planning Association.</p>\n\n<p><strong>CPE Information<br />\nCPE Credit:&nbsp\;</strong>1<br />\n<strong>Field of Study:&nbsp\;</strong>Taxes<br />\n<strong>Level of Knowledge:&nbsp\;</strong>Basic<br />\n<strong>Delivery Method:&nbsp\;</strong>Group-Internet Based</p>\n\n<p><strong>Additional Information:</strong>&nbsp\;This is a Group-Internet Based Webinar. No prerequisites or advanced preparation required. For information regarding a complaint and/or program cancellation policies\, please contact&nbsp\;<a href="mailto:adegeorge@eidebailly.com?subject=Question%20regarding%20an%20event%20on%20www.eidebailly.com" style="box-sizing: border-box\; background-color: transparent\; color: rgb(10\, 93\, 103)\; padding: 0px 2px\; margin: 0px\;">Amy DeGeorge</a>.</p>\n
LOCATION:Online
UID:e.1803.5811
SEQUENCE:3
DTSTAMP:20260425T112548Z
URL:https://business.bismarckmandan.com/events/details/inspired-perspectives-strategies-for-tax-efficient-charitable-giving-5811
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