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Why Financial Wisdom & Generosity Matter at Year-End Seminar

A FREE Workshop

November 6, 2021
9:00am - 12:00pm

This FREE half-day workshop is open to anyone at Thornapple and our friends and neighbors. The workshop will address the timeliness of year-end giving with a focus on wise stewardship for both missional and tax benefits—that means both generosity and tax-wise giving. Following an opening session and panel discussion, three 30-minute sessions led by experts will address tax-wise ways to give to offset capital gains, how to make qualified charitable distributions from IRAs, giving from appreciated assets, what it means to have a Donor Advised Fund or how to take advantage of the CARES Act charitable provisions during Covid before this year-end, and more. Presenters Corrine Pagel, tax preparer & advisor Tim Frazier, Covenant Trust Jamie Kuiper, president and Dan Portenga, vice president, National Christian Foundation Details Session 1: Why Wisdom & Generosity Are Important Session 2: The Tools to Get the Work Done Session 3: What Do I Need to Do Next?