Presentation by Helen McCann, board member and CPA
If you have stock or other assets that have appreciated, you may be able to save on taxes by utilizing donor advised funds. Find out more in this one-hour online presentation by Helen McCann, PCSL Board Member and CPA. There are no prerequisites or obligations to attend and the presentation is free.
Zoom links and contact information will be sent when you register.
Planned Giving: Session 2 — Saturday, 10/22 11 AM to 12 PM PDT:
How to donate your appreciated stock and other assets to your Spiritual Center. How to use donor advised funds to get a big tax deduction.