This is a PDF of the February 1st, 2022 presentation covering the various charitable options: Direct, Donor Advised Funds, Private Foundation, and the CRUT
DISCLAIMER
All information and discussions presented are for educational purposes only, are general in nature, and are not intended as investment, legal or tax advice. Each person’s personal and financial situation is unique and different, and the information provided may not apply to or work effectively for you. By signing up for, and attending or participating in any presentations, you agree that MaxPlans for Life, Inc., and all affiliate companies, representatives, associates, or employees (“Information Providers”) are hereby held harmless from all liability and loss associated with the information and discussion provided, and as to any action or strategy you may choose to implement with regard to the same. In all events, we encourage you to consult with qualified and independent legal, tax and investment advisors of your choosing as to any idea, strategy, or concept presented herein.
Copyright © 2021 Maxplansforlife - All Rights Reserved.
Powered by GoDaddy Website Builder