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Strategies for Giving – Lunch & Learn
May 8 @ 11:30 am - 1:00 pm
Live Invested in Your Community
Giving to charity can provide many benefits and opportunities, both to the charity and to you. The charity, of course, benefits from a donation that can help to further its cause, and the donor may receive tax benefits along with the satisfaction that comes with making the gift. The ways in which gifts can be made to charity vary and can be tailored to achieve specific planning objectives.
What you’ll learn at this workshop:
- Benefits of making charitable gifts
- Two types of charities
- How charitable gifts can be made (directly & indirectly)
- Benefits of using life insurance in charitable giving
Zach Gosselin is the VP of Sales at Tennessee Brokerage Agency. He has been in the financial services industry since graduating college. He’s a huge baseball fan, former pitcher for UT, and enjoys being a volunteer coach in Rocky Hill during the summers.
We will also be hearing from 4 local nonprofits to help you answer questions like:
- When you only have time – where can you volunteer?
- When you want to donate your gently used items – who needs it the most?
- And more!
These are ultimately personal decisions, and no matter where you choose to donate – you’re choosing to invest in something bigger than yourself!
Tennessee Brokerage Agency is not affiliated with TVAMP.