Are you looking for a strategic way to maximize your charitable giving while enjoying significant tax benefits? Join us for an enlightening talk on Donor-Advised Funds (DAFs) and discover how this powerful tool can enhance your philanthropic efforts. During this session, our expert speaker, *Bruce Dzieza, CFP, will cover:

• Introduction to Donor-Advised Funds: Understand the fundamentals and benefits of DAFs.

• Tax Advantages: Learn how DAFs can provide immediate tax deductions and potential tax-free growth of your charitable assets.

• Flexibility and Control: Discover how DAFs offer the freedom to support your favorite causes at your own pace.

• Strategic Giving: Get insights on making informed and impactful grant recommendations.  

*Bruce is the founder and Chairman of the Board of Willow Creek Wealth Management.  With over 40 years of experience, Bruce focuses on smart giving as well as sustainable investing.