Building a Purposeful Charitable Legacy

Wednesday, October 16, 2024
Noon – 1 p.m. (CT)

Many people are often interested in how they can gift to their favorite charities and non-profits in a tax-efficient manner.

In this webinar Scott Grenier, CFP®, AEP®, CAP®, Manager of Tax & Estate Planning at Baird, Jonathan Raymon, J.D., CAP®, CTFA, a Charitable Solutions Strategist at Baird Trust, and Kate Biagi-Rickert, CAP® Charitable Solutions Officer at Baird Trust, cover what you need to know about the possible charitable solutions and what strategies can be implemented when giving.

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