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Demystifying Year-End Giving: Donor Advised Funds and IRA Gift Strategies (IP) (Z)

Upcoming Sessions

1. Sunday, November 16, 2025 25 Cheshvan 5786

10:00 AM - 11:00 AM

2. Thursday, November 20, 2025 29 Cheshvan 5786

7:00 PM - 8:00 PM

Demystifying Year-End Giving: Donor Advised Funds and IRA Gift Strategies (IP) (Z) 
November 16, 10 a.m. or November 20, 7 p.m. 

Join us for a practical and inspiring session designed to help you give wisely and with intention.

As the year draws to a close, many of us reflect on how our financial choices align with our deepest values. Thoughtful giving isn’t just about numbers on a tax form. It’s about creating impact that endures, strengthening the community and institutions we care about most.

Estate planning attorney Katie Vogel of Truhlsen & Vogel and tax expert Jerry O’Doherty of Eide Bailly will guide us through strategies for maximizing your charitable gifts through donor-advised funds and IRA distributions. Together, we’ll explore how smart planning can make your generosity go further - for you, your loved ones, and for Temple Israel and the organizations that reflect your values.

This workshop will be offered twice for your convenience:

• Sunday, November 16, 10 a.m.
• Thursday, November 20, 7 p.m. 

Attend in person at Temple Israel or via livestream on Zoom.

Give with clarity. Give with purpose. Give in a way that tells your story.

Please RSVP and let us know which session you’ll attend and whether you plan to join in person or online.

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Sun, November 16 2025 25 Cheshvan 5786