OLLI 0197 - Tax Efficient Charitable Giving Strategies
Course Description
This class will help attendees gain confidence in planned giving, understand tax strategies to maximize financial gifts to nonprofits, discover estate planning considerations, and, get clarity on beneficiary designations. Presenter Heather Deaton is a wealth advisor at Ellenbecker Investment Group. She works with clients to identify their goals and navigate their financial journey with confidence and conviction. She graduated with a Bachelor of Arts in Economics from UW-Eau Claire, holds her Series 65 and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Chartered Advisor in Philanthropy (CAP®) which is a specialized financial planning certification that delivers in-depth philanthropic planning knowledge to financial professionals to make them better charitable advisors and help them meet clients’ goals for self, family, and society. Through the CAP® certification, Heather mastered charitable giving tax strategies and techniques, estate planning, legacy planning, and business exit planning, and more. Heather was named Corporate Volunteer of the Year in 2023 at Milwaukee BizTimes Media's Nonprofit Excellence Awards.
Presenter(s)
Heather Deaton
Heather is a wealth advisor at Ellenbecker Investment Group. She works with clients to identify their goals and navigate their financial journey with confidence and conviction. Heather takes a collaborative and educational approach with a bit of humor. Heather graduated with a Bachelor of Arts in Economics from UW-Eau Claire. She holds her Series 65 and is a CERTIFIED FINANCIAL PLANNER™ professional. She is also a Chartered Advisor in Philanthropy (CAP®) which is a specialized financial planning certification that delivers in-depth philanthropic planning knowledge to financial professionals to make them better charitable advisors and help them meet clients’ goals for self, family, and society. Through the CAP® certification, Heather mastered charitable giving tax strategies and techniques, estate planning, legacy planning, and business exit planning, and more. Heather was named Corporate Volunteer of the Year in 2023 at Milwaukee BizTimes Media's Nonprofit Excellence Awards. She is president of the Fondy Food Center board of directors and a trained Stephen Minister with St. Matthew’s Lutheran Church.