Your Legacy, Your Impact: Meaningful Charitable Giving
Presenter: Carson Pope, Senior Advisor, AssetBuilder
Thoughtful, tax‑savvy charitable giving can make a meaningful difference — especially as you plan your end‑of‑year giving. In this session, Carson Pope shares practical strategies for supporting Parkinson Voice Project through gifts such as cash, appreciated stock, donor‑advised funds, and qualified charitable distributions (QCDs), helping you choose the approach that best aligns with your values and financial goals.
He also explains how charitable giving fits within a simple, well‑organized estate plan, including wills, trusts, powers of attorney, and beneficiary designations. You’ll leave with clear next steps and the confidence to discuss your charitable intentions with your family and advisors.
