Gifts that Last: A Charitable Giving Seminar (Lunch Session)
Time & Location
About the Event
Join us for this charitable giving luncheon sponsored by D.A. Davidson. Whether you're a seasoned charitable giver, new to the topic or would like more information as a non-profit organization you'll walk away better informed and better prepared in the areas of:
• Planned Giving (Charitable Trusts, Gift Annuities and Donor Advised Funds)
• Montana Endowment Tax Credit
• Qualified Charitable Distributions from IRAs
About the presenters: Lea Greene is the Senior Vice President and Co-Director of Wealth Planning at D.A. Davidson. Lea is an attorney with over 35 years in private practice centered on estate planning and business representation. Lea chaired the WSBA Business Section’s Nonprofit Corporation Committee and served on the Business Section’s Executive Committee and is a member of several estate planning councils and academies. He also has been regularly involved in presentations and training sessions that address banking, corporate, partnership, real estate, securities, tax, agriculture, business succession, elder law, estate planning and charitable gifting. Sean Sturges, a local D.A. Davidson Financial Advisor will be co-presenting with Lea.
Lunch will be provided.