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March 21 – Simple Ways to Maximize Your Charitable Giving – Mankato, MN

Catholic United Financial > Events > March 21 – Simple Ways to Maximize Your Charitable Giving – Mankato, MN
Workshop Host:
Mike Matuska

Questions about charitable giving will be discussed:

  • How do the new tax laws affect charitable giving?
  • What are QCDs and how do I use them for tax advantages?
  • What is bunching?
  • How do I fund a charitable giving plan?
  • What is the best way to set up a bequest?
  • Can I use my assets as gifts?
  • How do I reduce my estate tax exposure?
  • Are there advantages to giving now, rather than after I pass?

Workshop:Simple ways to MAXIMIZE your charitable giving

Learn simple ways to MAXIMIZE your charitable giving and the help it provides your Catholic community.

Speaker Robert Heuermann, Executive Director of the Catholic United Financial Foundation, works with individuals and churches on a regular basis to make the most of their charitable giving. The Foundation is a non-profit, 501(c)3 organization.

Location: MSU-Mankato Newman Center

1502 Warren Street, Mankato, MN 56001

Date and Time:March 21, at 1:30 pm and 6:30 pm

RSVP: Call Phil or Anna at (507) 387-4154