FreedomFest 2019 has ended
Welcome to "The Wild West" FreedomFest 2019 July 17 - 20 2019 Paris Resort Las Vegas. You are part of "the greatest libertarian show on earth." Enjoy three and half days full of learning, sharing, networking and growing the liberty movement, together!
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Friday, July 19 • 11:00am - 11:50am
What's the Plan?! A Portfolio Approach to Planned Giving

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The 2017 tax reform package took away many deductions, but there is one still holding strong: the charitable deduction. This session explores how strategic planned giving tactics can allow you to maximize your philanthropic impact while minimizing your tax burden. You’ll hear how taking a portfolio approach to planned giving can allow you to support the other causes you care about in a tax-efficient way, both in life and as part of your estate planning. We’ll also explore simple ways to help you protect your charitable legacy. On the call, we’ll explore: The top mistakes donors make that undermine their donor intent Key tax-law changes, particularly around the estate tax, that influence the timing and structure of your giving The critical details of wisely structuring outright gifts from your estate Using charitable vehicles wisely so your giving has more impact The important tools you need to know about for creating income streams and passing wealth on with minimized tax implications

avatar for Lawson Bader

Lawson Bader

President and CEO, DonorsTrust
Lawson R. Bader is president and CEO of DonorsTrust and Donors Capital Fund, public charities protecting the intent of donors who value limited government, free enterprise, and personal responsibility. Through their donor-advised fund, DonorsTrust and Donors Capital Fund have granted... Read More →
avatar for Jeff Zysik

Jeff Zysik

Chief Financial Officer and Chief Operating Officer, DonorsTrust
Jeff Zysik is DonorsTrust’s Chief Financial Officer and Chief Operating Officer. He is also an attorney and accountant with fifteen years of tax planning experience, focusing primarily on sophisticated estate and income tax concepts. Before joining DonorsTrust, he was managing-director... Read More →

avatar for Lydia Pitea

Lydia Pitea

Assistant Director, Novus Society at DonorsTrust
Lydia Pitea is the Assistant Director of the Novus Society a program for young philanthropists at DonorsTrust, the Community Foundation for Liberty. Her primary responsibilities include recruiting new members for Novus, creating programs and tools to guide and develop members in their... Read More →

Friday July 19, 2019 11:00am - 11:50am PDT