Income-Producing Charitable Gifts

Income-Producing Charitable Gifts

When: Tuesday, November 18, 2014 from 11:30 a.m. - 1:00 p.m. [Lunch served at 11:30 a.m.]
Where: The Pittsburgh Foundation

By invitation only

For help planning your financial future, plan to be here.

Are you confused about the current tax landscape and the effect on your estate? Would you like to receive a lifetime of income by making a charitable gift? How can you make a contribution to your Fund and save on taxes while providing income for you and a beneficiary?

This is an informative update on the current planned giving opportunities with The Pittsburgh Foundation. The presentation will focus on the importance of considering charity in your estate plan, as well as the tax benefits and income opportunities of charitable gift annuities, charitable remainder trusts, and charitable lead trusts.

ABOUT THE SPEAKER

John Harmon
Partner at Lovett, Bookman, Harmon and Marks

John's practice is concentrated in the field of estates and trusts law. His work consists of estate planning and estate and trust administration, with special emphasis on the preparation and implementation of complex trust arrangements; the estate, gift, and generation-skipping tax implications of such arrangements; the creation and implementation of gift programs; the creation and counseling of charitable entities; and advising corporate and individual fiduciaries. John has lectured extensively, taught classes, and conducted workshops on numerous topics in the field of estate and trust planning, administration and taxation.