Intentional Giving & Wealth Planning: Maximizing the Impact of your Lifetime

Income & Capital Hains Tax-Efficient Charitable Giving Strategies
Charitable Giving Strategies for Estate Tax Mitigation
Considerations to When To Give, What Asset to Use, and the Ideal Giving Tool

Presented By:
Michelle Dobson – Vice President/Wealth Management Advisor, US Bank
Jaclyn Schroeder – Vice President/Senior Philanthropic Advisor, US Bank

Sponsored by Gislason & Hunter LLP.

Register Here

  • May 3, 2023 11:30 am - 1:00 pm
  • 11:30 am - 1:00 pm

Pioneer Bank

1450 Adams St.
Mankato, MN 56001

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