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X-WR-CALNAME:A&I Wealth Management
X-WR-CALDESC:Financial Advisors in Colorado
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DTSTART;TZID=America/Denver:20250520T113000
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SUMMARY:Charitable Giving Lunch and Learn
DESCRIPTION:Learning about our own higher purpose is a life-long pursuit. Donating money feels good and aligns your income and assets with a cause you feel passionate about. It creates legacy benefits by removing the asset from your taxable estate. Donations can eliminate taxes on a highly appreciated asset, like a business or a farm. Plus, you get recognition for making a large gift while you are alive.Learn several good ideas from a charitable planning expert at The Denver Foundation. Make sure to bring your questions for a lively Q&A following the event.\nRSVP to clientcare@assetsandincome.com to attend in person.\nRegister via Zoom here.\nSpeakers:\nClaire Tobin\nMajor Gifts Officer | Impact\n\nAs Major Gift Officer for The Denver Foundation, Claire works to offer personalized support to make each donor’s philanthropic goals a reality. With more than a decade of experience in nonprofit fundraising in the Denver Metro area, Claire’s goal is to enhance the community’s philanthropic landscape by inviting all to celebrate in the joy of giving by leaving a lasting legacy to the organizations they love most.\nClaire holds a Bachelor of Arts in Education from the University of Nebraska in Lincoln.\n\n
URL:https://assetsandincome.com/events/charitable-giving-lunch-and-learn/
LOCATION:9605 S. Kingston Ct. Suite 190 Lone Tree, CO 80112
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