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WEBINAR – Legacy and Charitable Giving with Special Guest, Neighbor Ride


Greetings!
Baltimore-Washington Financial Advisors invite you to an interactive workshop on charitable giving and philanthropy. This discussion will also feature remarks from special guest, Neighbor Ride, as we shine our community spotlight on their good work here in Howard County. Whether you are considering year end donations for 2021, or planning ahead for next year, you’ll get some tips on giving and learn about how Neighbor Ride is improving the lives of so many here in Howard County.
 
Webinar
Tuesday, November 16, 2021 from 11:45 AM to 1:00 PM EST
 
TOPICS WILL INCLUDE:
  • What is philanthropy?
  • What are the tax advantages of philanthropy?
  • What are the traditional methods of charitable giving?
  • Is there an advantage to giving directly from my IRA?
  • What is a Donor Advised Fund (DAF)?
  • What is a Charitable Remainder Trust(CRT)?
  • What about private or family foundations?
CHARITY SPOTLIGHT:
Neighbor Ride, a Howard County non-profit organization, was founded in 2004 through the efforts of a small group of community advocates to provide a safe, friendly and reliable means of transportation for county residents over the age of sixty who can’t drive, regardless of their ability to pay.  Designed to reduce isolation and help older community members live the life they love, Neighbor Ride has empowered seniors to maintain independence and connect to the people and things that matter most.  In addition, Neighbor Ride offers local residents meaningful and rewarding volunteer opportunities that fit into their busy lives and contributes to our community.
Today, Neighbor Ride’s team of nearly 350 volunteers provide passenger rides, food delivery, and much more to over 1,500 older adults living in Howard County.  Neighbor Ride IS “Driving our Community.”  How can you help?
PRESENTERS:
Managing Director,
Wealth Management
& Executive Manager
CPA, MST, CFP®, CIMA®
Senior Tax & Planning Advisor

BRUCE FULTON
Executive Director
Neighbor Ride
We hope you can join us!
Sincerely,


Robert Carpenter

President & CEO

BWFA is a Fee-Only/Fiduciary Advisor.
For questions or help registering please contact,
Cortney Caronna | Marketing Associate | BWFA | emailus@bwfa.com | 410-461-3900

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