Rotary Club 14 members and planned giving professionals Brett Ebert, Ken Koop, and John Gessert will share helpful hints for Club members concerning planned giving strategies during life time or at death that help decrease or eliminate estate, gift, and income taxes while at the same time furthering the worthwhile mission of our local Rotary Club 14 Foundation. Topics will include how to effectively donate stock, how to correctly make qualified charitable distributions from your IRA, the role of charitable trusts in estate planning, and much more! 

Rotary 14 Foundation President Mike Wortman will begin the program, and Andrew Loudon will serve as moderator.