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 AM2. 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) 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. 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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