12:30pm - 1:30pm
Financial Foundations Webinar: Charitable Giving
A Piece of the Puzzle To Creating Your Legacy
FREE Webinar | Tuesday, November 16 | 12:30 pm - 1:30 pm
Presentation will be 30 - 45 minutes with Q & A session to follow. There are 500 seats available for this FREE webinar, reserve your seat today!
Your charitable giving is part of your story. The causes and organizations you support highlight your values, interests and commitment to investing in the spaces and places important to you. As you consider the charitable story you want to write, this session will provide useful tools and expertise to help develop your personalized giving plans including:
- Understand more about tax-wise giving opportunities.
- Hear how you can give to causes you are passionate about that meet your tax, estate, and charitable goals.
- Learn how charitable giving can fit into your financial plan.
Meet Our Presenters
LANCE EVANS | Wealth Advisor
Northwest Wealth Management
Lance has been a Wealth Advisor for Northwest Wealth Management since 2011. His background and temperament drive him to move people past the daily distractions and focus on what is real and lasting about wealth - in their own lives, in volatile markets and in our ever-changing world. With each relationship, he strives to help individuals, families and institutions make meaningful connections between their money and their life. What do you care about the most? What concerns you? What are you looking to achieve? If credentials and experience are the bricks in a wealth advisory relationship, his genuine interest in clients' lives and goals is the mortar.
JOE SORENSON, CAP® | Vice President of Affiliate Relations
Community Foundation of Greater Des Moines
Joe serves as the Vice President of Affiliate Relations at the Community Foundation of Greater Des Moines. He provides a strategic vision and leadership for a statewide network of 39 county and community foundations affiliated with the Community Foundation. Joe partners with community leaders to promote philanthropy through connecting donors with causes they care about and implementing effective grantmaking programs. During his tenure the affiliate network has received more than $100 million in charitable gifts and granted $43 million to communities across Iowa.
Joe joined the Community Foundation in the 2012 as an AmeriCorps VISTA. He currently serves on the board of the Leadership Iowa University, the Plymouth Church Foundation, and the trustees at Simpson College. He was recognized as a 2018 Business Record Forty Under Forty. Joe is also a member of the Mid-Iowa Planned Giving Council and the Siouxland Estate Planning Council.
Please reach out to firstname.lastname@example.org or give us a call at 800.678.4105.
Contact a Wealth Advisor
Advisors represent Northwest Wealth Management, LLC, a Registered Investment Advisor and affiliate of Northwest Bank. Not FDIC Insured. No Bank Guarantee. May Lose Value.
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