Roland Weimer: Shelterbox

April 23, 2021 8:00 am - 9:00 am

The pandemic has forced us to live in unprecedented times and emphasized more than ever the importance of helping others. While many of us already contribute to several charitable causes in different ways, our speaker this Friday, financial advisor Robert Campbell, will present another view of the subject, talking about charitable giving strategies for businesses, non-profits, and individuals. This talk is intended to be an informational session about various types of giving, including:

  • Direct gifting;
  • QCD (Qualified Charitable Distribution);
  • Gifting of RMDs (Required Minimum Distribution);
  • Donor advised funds and gifting of appreciated securities;
  • ESG (Environmental, Social, Governance) investing.

 

Our meeting will be held via Zoom. If you would like to join us, please contact Sally Seymour at sallysey@aol.com to request an invite including your contact information and how you heard about the event.

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    Edgewater, Leonia, Palisades Park