Join AiP DC:
Smart Tax-saving Strategies Using Philanthropy -
Be a Champion To Your Clients and Constituents!
Friday, October 12, 2018 | 11:30 am - 1:30 pm ET
Convene at Tysons Corner
1800 Tysons Blvd, Suite 100 | McLean, VA 22102
$55 members | $65 nonmembers
About the program...
We’ve been hearing about tax reform and its implications all year, but now is the time to help your clients make end of year decisions. While many deductions were reduced or eliminated, charitable donations were not. With the threshold now set higher, strategic charitable planning is more important than ever.
Schwab Charitable’s Senior Relationship Manager, Mary Jovanovich, will illustrate strategies that will not only help on the tax side, but also open up important conversations with clients that can deepen your relationship, expand your practice, and make you a champion!
This seminar is relevant to advisors, attorneys, CPAs and our nonprofit community and illustrate the importance of collaboration to make a bigger impact for clients and communities. CE credit will be available.
- Learn tax-smart strategies revolving around concentrating contributions, donating non-cash assets, and identifying the most suitable charitable vehicle for maximum impact.
- Identify opportunities that align with your clients' and donors' values to make giving more meaningful and rewarding.
- Make the most of donor-advised funds and other giving vehicles in light of the current tax environment.
- Strengthen your relationship with clients and donors, while connecting you to the next generation along the way.
About the speaker...
Senior Relationship Manager, Schwab Charitable
Mary joined Schwab Charitable in 2015 and has more than 10 years experience with Charles Schwab & Co., Inc. Previously, with Schwab Private Client, Mary provided strategic supervisory guidance for managers and portfolio consultants offering investment advisory solutions. Mary serves financial advisors, family offices and donor communities. She is committed to helping financial consultants and advisors build successful practices and deepen relationships with their clients by incorporating charitable planning into their wealth management strategies.
Mary is involved as a current board member and previously as secretary for Dress for Success Indianapolis, and also serves on both the Integrating Woman Leadership Foundation Board and Indiana Wesleyan’s Alumni Board. In addition, Mary volunteers at Coburn Place and the Him by Her Foundation.
Mary obtained her master’s degree in management from Indiana Wesleyan University. She holds a number of FINRA securities registrations (Series 7, 9, 10, 24, 63, and 66) and an Indiana Life & Health Insurance license. She is currently pursuing a graduate certificate in philanthropic studies with Indiana University’s Lilly Family School of Philanthropy.
Thank you to our presenting AiP National sponsor:
Schwab CharitableTM is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. The Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.
Thank you to our AiP DC Chapter sponsors: