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Charitable Giving Lunch & Learn

During this session, we’ll cover:

• The latest tax changes introduced in 2025 and what they mean for charitable giving
• This year’s enhanced incentives for charitable contributions compared to prior years
• Donor-Advised Funds (DAFs): how they work and when they make sense
• Fresh strategies for charitable giving to help you maximize your impact and take full advantage of this year’s tax benefits

Bring your lunch, log in from wherever you are, and gain insights that can help you make the most of your giving this season.

Location

Date & time

Speakers

Supporting links

Virtual - Please RSVP by November 3rd for the link to attend

05 November, 202512:15 PM - 1:00 PM Eastern
  • Julie Binder - Senior Strategist Family Advisory and Philanthropy Services UBS Business Solutions US LLC
  • Carrie Larson CFP - Executive Director Senior Wealth Strategist UBS Financial Services, Inc.

Register for this event

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