Give Smarter: Your Giving Can Do More For You & For Others
Maximize Your Charitable Impact & Tax Savings
Join us for an insightful presentation hosted by John Boyer, CFP where you’ll discover how to give strategically while reducing your tax burden.
Whether you donate to causes close to your heart, support your community, or plan to leave a lasting legacy, this session will show you how to align your generosity with smart financial strategies.
🗓️ Wed, April 16, 11:30 – 1:30 pm
🍴 Lunch will be served
📍 Hope Children’s Home (11415 Hope International Dr, Tampa FL 33625)
💙 No cost
🚨 Only 10 spots available! First 10 people to signup below will secure their spot.
🏘️ We’d also love to give you a tour of Hope if you’d like!
What You’ll Learn:
✅ How to donate stock, real estate, or other assets and maximize your tax benefits
✅ How to use Qualified Charitable Distributions (QCDs) from your IRA to lower taxable income
✅ The power of Donor-Advised Funds (DAFs)—an easy way to plan your giving over time
✅ How Charitable Remainder Trusts & Private Foundations work for long-term impact
✅ Real-world case studies of how people are using these strategies to make a bigger difference
This is for you if you’re…
- An individual who give to charities and wants to optimize your impact
- A retiree looking to reduce taxes on Required Minimum Distributions (RMDs)
- A business owner & investors exploring tax-efficient giving
- Interested in turning your generosity into a strategic financial tool
Why Attend?
💰 Save money on taxes while supporting causes you care about
🏦 Discover smarter ways to give—beyond just writing a check
📈 Learn how to structure your giving for maxim um impact
Sign up Here