Planned Giving Round Table (PGRT): Charitable Planning with Retirement Assets
November 17 @ 8:00 am – 10:00 am
Emily Wagman, Associate at Hemenway & Barnes LLP
8:00 a.m. Networking | 8:30 a.m. Program
This program is eligible for one hour of Continuing Education (CE) credits for: AEP, CAP, CFP and CPA.
Join PGRT for a conversation with Emily Wagman about current opportunities for using retirement assets to support clients’ philanthropic goals in a tax-efficient way. Emily will discuss strategies including qualified charitable distributions (QCDs), beneficiary designations and charitable remainder trust planning. She’ll also share perspective on how advisors, donors and charities are using these strategies to maximize their philanthropic impact.
Whether helping clients plan charitable gifts during their lifetime or create a lasting philanthropic legacy, professional advisors can play an important role in identifying opportunities to use retirement assets to achieve both charitable and financial goals.
The Associated is committed to making our events accessible to everyone.
If you require accommodations to participate, or have additional questions, please contact Jackie Yahr at jyahr@associated.org or call 410-369-9248 in advance so we can make the appropriate arrangements.
For the security of all, The Associated reserves the right to search all bags prior to entry.
By attending this event you consent to be photographed, filmed and/or otherwise recorded and to the release, publication, exhibition or reproduction of any and all recorded media of your appearance, voice and name for any purpose whatsoever in connection with The Associated: Jewish Federation of Baltimore, its initiatives, including, by way of example only, use on websites, in social media, news and advertising.
Featured Speaker
Emily Wagman is an associate in the Nonprofit Group at Hemenway & Barnes, where she advises tax-exempt organizations, including private foundations, public charities and colleges, on tax rules and procedures, governance, contracts, research and licensing agreements and compliance matters. She works with organizations throughout their lifecycle, from formation through dissolution.
Before joining Hemenway & Barnes, Emily served as a Senior Tax Manager at a Big Four accounting firm, where she primarily advised high-net-worth clients on tax planning and income tax matters. She also has experience with regulatory compliance issues affecting higher education, healthcare, science and the arts.
Associated Leadership
Jessica Gorsky Halle
Chair, Planned Giving Round Table
Amy F. Pollokoff
Chair, Annual Campaign
Karen M. Singer
Chair, Women’s Engagement & Philanthropy
Pammy Franklin
Chair, Young Adult Division Campaign
Morris L. Garten
Chair, Planned Giving & Endowment
Philip E. Sachs
Chair of the Board
Andrew Cushnir
President & CEO
Thank You to our Corporate Partners
VISIONARY PARTNERS
LifeBridge Health • Wells Fargo • The Whiting-Turner Contracting Company
LEADERSHIP PARTNERS
The Berg Corporation • BGE • Brown Advisory • CFG Bank • Curio Wellness | Far & Dotter • Hoffman & Co. Catering • Len Stoler Automotive • M&T Bank • MileOne Automotive • PNC Bank • RS&F • Trius Lending Partners
CHANGEMAKING PARTNERS
Alliance Material Handling, Inc. • BDO • Cole Roofing Co., Inc. | Gordian Energy Systems, LLC • FlexTG • Fulton Bank • Furman Honick Law • Goedeke Contracting • Goodman-Gable-Gould / Adjusters International • Gordon Feinblatt LLC • Greenberg Gibbons • Hilb Group • Jason F. Rubenstein, Realtor • Kramon & Graham, P.A. • MCB Real Estate • McCormick Auto Body • Merritt Properties • MiCasa Title Group, LLC • MOI • Neptune’s Plumbing & Heating • Residential Title & Escrow Company • Saul Ewing LLP • Schoenfeld Insurance Associates • SECU • Venable LLP • WesBanco • ZLF Wealth Management at Morgan Stanley
FOUNDATIONAL PARTNERS
APG Federal Credit Union • Bolton • CFG Bank Arena • CliftonLarsonAllen • David Ross Orthodontics • Defender One Security • D.S. Thaler & Associates, LLC • East Coast Turf, LLC • First National Bank • The Garber Wealth Management Team • Harford Refrigeration Co., Inc. • Haymaker Technologies, Inc. • Israel Bonds • The Legacy Group, Inc • Midfield Real Estate • MidPoint Technology Group, LLC • Miles & Stockbridge • MIPA Security • Paul Davis Restoration • Pinnacle Financial Partners • SOS Technology Group • Strategic Factory • T. Rowe Price • Truist • William Blair
IN-KIND & NONPROFIT PARTNERS
Klein’s ShopRite • National Aquarium, Inc.
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