Inspired Perspectives | Strategies for Tax-Efficient Charitable Giving

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.

Learning Objectives:

• Explore charitable trends and the current giving environment.
• Summarize tax-efficient charitable giving strategies.
• Discuss the Schwab Charitable Giving Guide, a comprehensive tool that helps you build a strategic giving plan.
• Identify additional philanthropic resources to help you and your family maximize your charitable impact.

Facilitator:
Austin Fields, CPA, Financial Advisor | Eide Bailly Financial Services, LLC
Austin 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.

Presenters:
Chris Altimont, Manager, Charitable Consulting | Schwab Charitable
Chris 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.

Christopher J. Boyce, Senior Consultant | Schwab Charitable; Central Region
Chris 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.

Ruby Pediangco, Senior Manager, Tax, Trust & Estate | Schwab Charitable
Ruby 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.

CPE Information
CPE Credit: 1
Field of Study: Taxes
Level of Knowledge: Basic
Delivery Method: Group-Internet Based

Additional 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.