WEBINAR: Legacy & Charitable Giving with Special Guest: Bridges

Baltimore-Washington Financial Advisors invite you to an interactive workshop on charitable giving and philanthropy. This discussion will also feature remarks from special guest, Bridges to Housing Stability, as we shine our community spotlight on their good work here in Howard County. Whether you are considering year end donations for 2022, or planning ahead for next year, you’ll get some tips on giving and learn about how Bridges is improving the lives of so many here in Howard County.
Thursday, November 17, 2022 from 11:45 AM to 1:00 PM EST
  • 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?
Bridges to Housing Stability is a non-profit organization and was founded in in 1990 to address the needs of homeless people living in Howard County. Our work is centered on providing a path to self-sufficiency to prevent and end homelessness through affordable housing solutions and advocacy. In the past year, we helped 323 households, a majority of them are families with children. In addition to the affordable rental units we lease to low income households, our staff assists clients with eviction prevention, permanent supportive housing, comprehensive individualized case management, financial assistance, tenant education workshops and other support services. We also manage a robust volunteer program, offering opportunities for individuals and businesses to become involved in our work.
Managing Director, Wealth Management & Executive Manager
Senior Financial Planner
Senior Tax & Planning Advisor
We hope you can join us!

Robert Carpenter

President and 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

BWFA is proud to offer several webinars every week on a variety

of financial topics as well as lifestyle and wellness topics.
Webinars are complimentary and are easily accessed through Zoom.
Feel free to forward this email to your friends and family who may be interested
as well, they can virtually participate from anywhere in the world!
Additionally, if you’d like to schedule a complimentary consultation via
phone or Zoom, please email Cortney Caronna at ccaronna@bwfa.com.
View and signup for Upcoming Webinars at the link below.