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Join us for a free, practical seminar on making the most of your charitable giving, at any level. We will share simple strategies that can stretch your generosity further while lowering your tax bill. Sylvia Han, CFA CFP, a wealth management advisor at Morgan Stanley, and Liz O’Neil, an estate planning attorney, will explain in plain language how everyday tools like naming a charity as a beneficiary, giving directly from an IRA, and using donor-advised funds can work for you, with time for questions. You’ll also hear from a Library supporter about why they chose to include the Library in their plans.
Informational only. No solicitation, no products, no pressure. Free and open to all — please share with anyone who would find it useful.
This program is organized and sponsored by the Cary Library Foundation.
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