Seminar: Tax-Efficient Charitable Giving - Homestead Village

Seminar: Tax-Efficient Charitable Giving

Strategies for Tax Efficient Charitable Giving

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

 

Date

Mar 09, 2026

Time

10:00 am

Location

The Bachman Center
633 Community Way, Lancaster, PA 17603
Register for This Event

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