Charitable Giving Seminar Tomorrow 5pm, High Point, NC

I will be attending a seminar on charitable giving strategies at AG Edwards thanks to a friend of my, Kimberly Lutes. I’m hoping to glean some information on how to obtain donations for the film. If you know anyone interested as a seeker of donations or in making donations, here’s the full text from A.G. Edwards:

Kimberly A. Lutes
Financial Consultant
4035 Premier Drive, Suite 109
High Point, NC 27265

For the Affluent Investor – Year-End Charitable Giving Strategies
Wednesday, Oct. 24, 2007
5 p.m. ET


As year-end approaches, you may be considering various ways to benefit your favorite charity. You may also want to benefit yourself through a charitable income tax deduction. Winding through the maze of acronyms — AGI, CRT, QCD, etc. — can be confusing.

That’s why you’ll want to attend this special presentation especially for affluent investors. We’ll help you evaluate four charitable giving strategies you can use at year-end and demystify the tax benefits to you and the charitable organization you select.

You will hear our philanthropic specialists discuss:

  • The benefits of gifting appreciated securities versus cash — and key deadlines you’ll want to heed
  • A soon-to-expire technique that lets you turn a taxable IRA mandatory distribution into an income-tax-free charitable gift
  • A means to make a sizable tax-deductible gift this year but spread the benefits of that gift to multiple charitable organizations over coming years
  • A strategy that lets you convert an appreciated asset into lifetime income for you without paying current capital gains taxes

This informative broadcast will conclude with an interactive question-and-answer session with these experts. Please take this opportunity to participate in this exclusive presentation, and call to make your reservation.

A.G. Edwards is not engaged in rendering legal, accounting or tax-preparation services. If tax or legal advice is required, the services of a competent professional should be sought.

  • Yanni
    Posted at 13:02h, 25 October

    Damn I missed this…I never looked at your blog yesturday. I would have loved to have gone.

    I’d like to hear about some of the tips she gave.

  • stephenv2
    Posted at 13:25h, 25 October

    Just give Kimberly a call or email. They do these every so often plus you can talk to her anytime. She’s really a very cool person and not the typical financial planner.

    I picked up some great stuff for working on my donation strategies.

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