Join Sun Health Foundation for this second in a series of smart-giving workshops from 10 to 11:30 a.m. Tuesday, June 14, at The Colonnade, La Vita Room, 19116 N. Colonnade Way, in Surprise. Admission is free; refreshments are provided.
You will discover IRS-approved strategies and structures that provide enormous tax savings and other surprising benefits for you, your family, and the charities you care about.
Hear more about this from experts in their fields: Michael Barnes, Vice President, FineMark Bank & Trust; Member, Sun Health Foundation Board of Trustees; and Chair, Sun Health Foundation’s Council of Professional Advisors. Joining him will be Greg Bodine, Principal, Bodine Advisors, LLC; and Member, Sun Health Foundation’s Council of Professional Advisors.
For example, you will learn how to “temporarily lend an asset” to charities and receive a 60%-90% tax deduction. You will also learn how to make a major gift to non-profits at a cost of 10 to 25 cents on the dollar.
Questions are welcome. To register, please contact Andrea at (623) 471-8501 or Andrea.James-Mishra@sunhealth.org.