Seminar: Tax-Efficient Charitable Giving
Join us for an informative education session exploring tax-efficient charitable giving strategies, with a focus on how recent and proposed federal tax law changes may affect charitable giving decisions.
Tax laws change—but thoughtful charitable planning remains a powerful way to:
- Support the organizations and missions that matter most to you
Make informed decisions in light of evolving tax rules - Integrate generosity into your broader retirement and estate plans
- Feel confident that your giving aligns with both your values and
your financial goals.
Presented By: Jeremie Patrick, CFP,CRPC, of Rodgers & Associates
This session is educational in nature only and does not provide individualized tax or legal advice.
Event Information:
Date: Monday, March 9, 2026
Registration: 9:45 AM
Seminar: 10:00 AM
Location: The Bachman Center, 633 Community Way, Lancaster, PA 17603
Seating is limited. Please RSVP by clicking the link or calling Jennifer Stout at 717-874-4226 by March 1, 2026
