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BEGIN:VEVENT
DTSTART:20250819T220000Z
DTEND:20250819T233000Z
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SUMMARY:Giving for Good - Charitable Strategies for Investors at Any Stage
DESCRIPTION:Philanthropy and financial growth don't have to be separate goals. In fact\, the most impactful giving comes from thoughtful planning   especially when your investments are part of the conversation.\n\n\n\nJoin us for a practical\, down-to-earth conversation with financial advisor Bruce Lear with Five Points Financial Services\, to learn how you can use your investment portfolio and other assets to support the causes you care about   while potentially gaining tax advantages and strengthening your overall financial strategy.\n\nThis session will help you:\n\n	Understand how to give appreciated assets like stocks or mutual funds\n	Learn about donor-advised funds and how they work\n	Explore the tax benefits of strategic charitable planning\n	Build giving into your long-term investment strategy.\n\nWhether you're just starting to invest or have a well-established portfolio\, this session will show you how to give smarter. Wine and hors d' oeuvres will be served.
X-ALT-DESC;FMTTYPE=text/html:Philanthropy and financial growth don&rsquo\;t have to be separate goals. In fact\, the most impactful giving comes from thoughtful planning &ndash\; especially when your investments are part of the conversation.<br />\n<br />\nJoin us for a practical\, down-to-earth conversation with financial advisor Bruce Lear with Five Points Financial Services\, to learn how you can use your investment portfolio and other assets to support the causes you care about &ndash\; while potentially gaining tax advantages and strengthening your overall financial strategy.<br />\nThis session will help you:\n<ul>\n	<li>Understand how to give appreciated assets like stocks or mutual funds</li>\n	<li>Learn about donor-advised funds and how they work</li>\n	<li>Explore the tax benefits of strategic charitable planning</li>\n	<li>Build giving into your long-term investment strategy.</li>\n</ul>\nWhether you&rsquo\;re just starting to invest or have a well-established portfolio\, this session will show you how to give smarter. W<span style="font-family:calibri\,sans-serif"><span style="font-size:11.0pt">ine and hors d&rsquo\; oeuvres</span></span> will be served.
LOCATION:Kearney Area Community Foundation Community Collaboration Space 2908 W 39th St.\, Ste. A Kearney\, NE 68845
UID:e.1404.25882
SEQUENCE:3
DTSTAMP:20260429T162848Z
URL:https://members.kearneycoc.org/events/details/giving-for-good-charitable-strategies-for-investors-at-any-stage-08-19-2025-25882
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