Invitation to Learn About Charitable Giving

Thursday March 14, 2024 4:00 PM to 6:00 PM

An Event with Signature Wealth Management

Thursday March 14, 2024 4:00 PM to 6:00 PM

As part of Signature Wealth’s commitment to educating our clients about strategic philanthropy and supporting impactful causes, we invite you to attend an informative session on Qualified Charitable Distributions, Donor Advised Funds, and Estate tax sunset. The event will be held at Alight, a global humanitarian organization. Please note that this is an educational event and not fundraising.

Date: Thursday, March 14, 2024

Time: 4pm to 6pm (food and beverage will be provided)

Location: Alight, 1325 Quincy St NE, Minneapolis, MN 55413

Join us as we discuss:

  • Exploring Qualified Charitable Distributions
    • What qualifies as a charitable distribution?
    • Strategies for maximizing tax advantages
  • Understanding Donor-Advised Funds
    • What are DAFs?
    • Tax benefits and implications
  • Looming Estate and Gift Tax Sunset
    • What you can be doing now to make the most of your gifting

Alight is the global humanitarian organization founded in Minnesota in 1979 as the American Refugee Committee. Alight works for and with displaced communities around the world, including newcomers in Minnesota. Through guidance, resources, and programming co-created with clients, Alight U.S. fosters healing, growth, and connection.

Please RSVP here: