Year-End Tax Charitable Planning Webinar

On Thursday, November 14, 2019 the University of Notre Dame hosted a Year-End Charitable Planning webinar. Guest speaker Alisa M. Shin, J.D., Senior Wealth Planner with Vanguard discussed:

  • Gifting appreciated securities vs. cash
  • Bunching of charitable deductions using a DAF or private foundation
  • IRA Charitable Rollovers
  • Bequests of retirement assets
  • CRTs and Testamentary CRTs

A full recording of this event is available here

To learn more about how charitable giving strategies can help you, download our complimentary brochure The Tax Cuts and Jobs Act of 2017, Strategies for 2019 Charitable Giving .

If you have any questions regarding this webinar, please contact us at 574-631-7164 or

The University of Notre Dame is an educational institution and does not provide tax, legal or financial advice. Any document or information shared by our staff is intended to be educational. Notre Dame strongly encourages all our benefactors to seek counsel from their own legal and financial advisors. Please know that any information shared by Notre Dame cannot be used to avoid tax-related penalties.

The University is not affiliated in any manner with Vanguard and is providing this webinar as an educational service to our benefactors. The views expressed in this webinar are those solely of Vanguard.