Smart Giving for Retirees

This session will equip you with insights into the strategies retirees are using to make their charitable giving more impactful and tax-efficient. You’ll learn how tools like Qualified Charitable Distributions (QCDs), gifts of appreciated assets, and donor-advised funds can help donors maximize their contributions while reducing tax burdens.

By understanding these approaches, you’ll be better prepared to guide conversations with retired donors, align their philanthropic goals with financial advantages, and strengthen long-term relationships. Expect actionable ideas to help you position your organization as a trusted partner in donors’ legacy planning.

This session is approved for 1 hour of CFP CE. Non-ethics.

Presented By:

Logan Timbrook is a financial advisor at SYM Financial and a CFP® professional. A graduate of IPFW (now PFW) with accounting & finance degrees, Logan works with individuals, couples, families, and nonprofit organizations to utilize their financial resources wisely and prudently. He enjoys the relational aspect of his career & making a difference in lives of others one decision at a time.

More importantly, Logan enjoys time with his wife & chasing around his 3-year old triplets. He also enjoys reading, running, and watching Formula 1 racing. He is a part of a few organization around town – Blue Jacket, Charitable Gift Planners of NE IN, and Ronald McDonald House of NE IN.

Disclosure: Certified Financial PlannersTM (CFP®) are licensed by the CFP® Board to use the CFP® mark. CFP® certification requirements include: Bachelor’s degree from an accredited college or university, completion of the financial planning education requirements set by the CFP® Board (www.cfp.net), successful completion of the CFP® Certification Exam, comprised of two three-hour sessions, experience requirement: 6,000 hours of professional experience related to the financial planning process, or 4,000 hours of Apprenticeship experience that meets additional requirements, successfully pass the Candidate Fitness Standards and background check, agree annually to be bound by CFP® Board’s Standards of Professional Conduct, and complete 30 hours of continuing education every two years, including two hours on the Code of Ethics and Standards of Professional Conduct.