Join your nonprofit colleagues for networking and educational opportunities at these meetings that are held every-other month.

Topic: 

Now We’re Speaking the Same Language: The Basics of Charitable Giving Strategies for High Net Worth Donors.

This presentation covers financial strategies used by high net worth donors to maximize giving and minimize taxes. In this presentation we cover the basics of donor advised funds, charitable trusts, family foundations, gifts of appreciated assets, and estate planning considerations. Many of the strategies discussed can be used with most donors but can provide even greater benefits for large and/or recurring gifting strategies.

Speaker -

Jess Ryan, AIF®

Jess is an Accredited Investment Fiduciary® and has been a financial advisor since 2011. Jess is a fifth generation Wyoming native and graduated from the University of Wyoming. He earned the AIF® Designation from the Center for Fiduciary Studies in 2016. The AIF® Designation certifies he has specialized knowledge of fiduciary standards of care and their application to the investment management process.

Jess is a frequent instructor for Laramie County Community College’s Life Enrichment Programs where he teaches retirement income planning, tax management, and investment strategies. He also provides financial literacy programs for the Laramie County Library 2 Business program, local businesses, and non-profit organizations.  

Lunch is not provided, but feel free to bring your own.