Giving Tuesday Presentation with the Telluride Foundation

On Tuesday, November 29th, Lisa Durant, President of Lion’s Eye Wealth, will be doing a talk in partnership with the Telluride Foundation for Giving Tuesday, a global event to inspire people to give, collaborate, and celebrate generosity. Giving Tuesday is a great day to learn more about different vehicles for giving, especially ways to give in the most tax-advantageous manner. 

Durant will discuss tax smart strategies for giving in honor of Giving Tuesday. According to Durant, "Not only is giving tied to our heart strings, giving can be tax optimized in a number of ways." Durant will discuss eight different tax-smart giving strategies that every nonprofit should understand when reaching out to donors, from donating appreciated non-cash assets, offsetting capital gains, bunching 2-year giving, qualified charitable distributions (QCD) from IRA's, charitable lead and remainder trusts, and via increasingly popular donor-advised funds (DAF). In 2022, a few minor tax changes to be aware of are the adjusted income amounts per tax bracket and a slight increase in standardized deductions which also impacts charitable deductions. Durant will also offer a number of informational resources for nonprofits and donors to better understand charitable giving plans. 

If you are involved in a nonprofit or are a donor wanting to learn about this topic, you are welcome to join, you need not live in the Telluride, CO area to participate. To attend the Zoom workshop at noon MST on November 29th, please first register at: https://us06web.zoom.us/meeting/register/tZAldOqhrj0jGtwEi7AjRBO-KY5cUvL_7A_P.