Strategies for Giving - Lunch & Learn 

Giving to charity can provide many benefits and opportunities, both to the charity and to you. The charity, of course, benefits from a donation that can help to further its cause, and the donor may receive tax benefits along with the satisfaction that comes with making the gift. The ways in which gifts can be made to charity vary and can be tailored to achieve specific planning objectives.

What you'll learn:

• Benefits of making charitable gifts
• Two types of charities
• How charitable gifts can be made (directly & indirectly)
• Benefits of using life insurance in charitable giving

Our guest speaker, Zach Gosselin, VP of Marketing at Tennessee Brokerage Agency, has been in the financial services industry since graduating college. He’s a huge baseball fan, former pitcher for UT, and enjoys being a volunteer coach in Rocky Hill during the summers.

Tennessee Brokerage Agency is not affiliated with TVAMP.