Community
Strategic Philanthropy: Unique Strategies for Tax-Efficient Giving - Love & Legacy Workshop
For organizations and individuals alike, it is more important than ever to plan and be ready for everything — especially if you want to renew or increase your philanthropic impact. That is why our second Love & Legacy workshop will focus on financial planning and giving strategies during market uncertainty and volatility. Anyone is welcome to join this FREE workshop! Registration on EventBrite is encouraged, but not required.
Oct 26, 2022
Right now, financial challenges seem to be around every turn. From gas to groceries, the cost of living feels like it is only going up and becoming even less attainable. Those who were struggling to make ends meet before inflation skyrocketed are experiencing even more displacement and financial stress than before. That's why this second Love & Legacy workshop will focus on financial planning in a volatile market; our goal is to give you more tools to keep your head above water during economic uncertainty.
Love & Legacy Campaign
2024 will mark Goodman Community Center’s 70th anniversary of strengthening lives and securing futures. To celebrate this major milestone, Goodman is proud to launch our Love & Legacy Campaign to strengthen and secure the future of GCC, with the goal of inspiring and documenting 70 planned gifts by 2024 — just in time for our 70th birthday.
We also want to help you secure your legacy as you envision the future you want for you r family and community. Strategic Philanthropy is the second in a series of free community workshops, which will provide tools and ideas for you to create your own legacy planning and charitable gift making. We're offering these workshops as a resource to our community with no planned giving intentions required — anyone is welcome and invited to join us!
Let us know you're coming
This workshop is free and open to anyone who is interested in securing their financial future. No planned gift required! Drop-ins on the day of the event are welcome.
About the Presenter
Resonant Capital Advisors is an independent Registered Investment Advisor (RIA) firm based in Madison and founded in 2018. It provides comprehensive financial planning, investment solutions and reporting to its clients as a fiduciary advisor. Resonant was named to the Financial Times 300 Top Registered Investment Advisers list, which recognizes top independent RIA firms from across the U.S. The firm, its shareholders and employees have a proud history of community and charitable involvement and look forward to sharing their experience with workshop attendees.
For more information about this event or our Love & Legacy campaign in general contact:
Dani Luckett
Chief Development Officer
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