Consider Leaving 5% to Charity

Consider Leaving 5% to Charity - Current Developments and Tax Saving Strategies in Estate Planning with Terry Kelly and Paul Viren.

Join Terry Kelly and Paul Viren as they discuss how Innovia Foundation has structured itself to be an ideal philanthropic partner for professional advisors. Innovia's expertise and ability to help with complex gifts ensures a streamlined process for you and your clients. Innovia is also well positioned to assist with estate planning. Retirement accounts, as a pool of funds, can easily be transferred at death to a charitable fund (either as a predetermined percentage or fixed dollar amount). This is a great way to have those non-taxed funds go to charity and support the donor's favorite nonprofit organizations on a tax-free basis. Terry and Paul will also share their thoughts, as both professional advisors and donors, on the importance of leaving 5% to benefit their community.