Many charitably-minded individuals and families support their charitable organizations through cash and check donations. Often, they are unaware of significant financial, tax and estate planning benefits to evaluating and implementing other charitable giving vehicles.
Simone Devenny is a Tax and Estate Planning attorney, and a Wealth Strategies Specialist at Eaton Vance. She has spent over 20 years advising philanthropic clients and their advisors regarding charitable planning solutions.
Attendees will learn how to optimize charitable giving utilizing various tools, and will develop an understanding of the universe of strategies, the distinctions among them, and how to take steps to enhance their individual and philanthropic goals.
Simone Devenny and Eaton Vance are not affiliated with LPL Financial or Enduring Wealth Advisors®