Description

Fairhaven Rescue Mission Planned Giving Seminar - Summer 2026

GIVE MORE. PAY LESS TAX. LEAVE A GREATER LEGACY.
Tax-Efficient Giving Strategies for Individuals and Families

Planned Giving Seminar
Hosted by Fairhaven Rescue Mission & Premier Planning Group

Discover charitable giving strategies that can help support Fairhaven Rescue Mission while potentially reducing taxes, increasing retirement income, and creating a lasting legacy for your family and community.

What You Will Learn

• Gifts through your Will or Trust
• Beneficiary designations on IRAs and retirement accounts
• Qualified Charitable Distributions (QCDs) from IRAs
• Appreciated stock and securities
• Donor-Advised Funds (DAFs)
• Charitable Gift Annuities (CGAs)
• Charitable Remainder Trusts (CRTs)
• Real estate and other non-cash assets

Potential Tax Benefits

• Income tax deductions for charitable gifts
• Avoiding capital gains taxes on appreciated assets
• Estate tax reduction strategies
• Tax-efficient charitable giving during retirement

Who Should Attend?

• Charitable donors and ministry supporters
• Retirees and pre-retirees
• IRA and 401(k) owners
• Individuals interested in estate and legacy planning
• Anyone wanting to maximize the impact of their charitable giving

About the Hosts

Fairhaven Rescue Mission serves Northern Kentucky through shelter, meals, recovery programs, and life transformation services.

Premier Planning Group provides comprehensive financial, retirement, tax, estate, and legacy planning.