Smart Strategies for Charitable Giving

Discover smart, tax-savvy ways to help clients give back. We'll explore top charitable strategies, gifting options, and what's changing under the One Big Beautiful Bill Act (OBBBA).

Seminar topics:

• Gifting assets to charities and tax benefits for donors
• Split-Interest Gifting Trust Vehicles: Helping charities while financially protecting your family
• Avoiding pitfalls when making charitable donations
• Private foundations vs. public charities: understanding the differences and similarities
• One Big Beautiful Bill Act: How does philanthropic planning change?
• And more!

Presented by Perrysburg Rotary Community Foundation (PRCF): a 501(c)3 organization established in 1984 and serves as the philanthropic arm of Perrysburg Rotary Club.

Tues., Jan.13, 2026, 8:30 a.m. - 10:00 a.m.Hilton Garden Inn, Perrysburg
Complimentary Breakfast

Guest Speakers:Phil Bollin, CFP® CPWA®, MBA
Bollin Wealth Management LLC

Richard Chamberlain, Estate Planning Attorney
Legacy Law Group

One CE credit will be available for OH Ins, CLE, CFP and CPE