The Art of Tax-Smart Generosity

Optimize Your Giving, Maximize Your Wealth

Hosted by the Krall & Williams Group.

Giving back should feel good—and be good for your financial plan.
In this informative session, you’ll learn how to:

• Structure your giving to reduce or avoid estate taxes
• Identify common donation mistakes that can cost you
• Determine if a Donor Advised Fund is the right fit for your goals
• Plan the timing of your gifts to benefit both you and the causes you care about

Discover how thoughtful generosity can enhance your financial well-being while creating a lasting impact.

Seats are limited—reserve yours today.

Event date: November 22nd @ 10:00 AM

Itinerary: 

• 10:00 a.m. - Presentation + Q&A
• Refreshments 

Contact: megan.callihoo@ig.ca