Advanced Charitable Planning: Tax-Efficient Strategies for Sophisticated Donors

Advanced Charitable Planning: Tax-Efficient Strategies for Sophisticated Donors Presented by Jeremie Patrick, CFP®, CRPC®, Lead Financial Adviser, Rodgers & Associates Hosted by the Susquehanna Valley Council of Charitable Gift Planners https://svccgp.org/ This session explores advanced charitable planning strategies, including current planning opportunities, complex gift structures, and techniques for integrating charitable giving with broader wealth transfer and legacy planning objectives. Designed for seasoned professionals, this discussion will focus on practical applications and nuanced planning considerations that can help organizations anticipate donor needs and enhance conversations.