Gifting and Taxes: What You Need to Know
Watch our free webinar and hear local experts discuss the tax benefits of philanthropy.
Supporting Documents from Presenters:
- Erika Johnson, Attorney, Measure Law P.C.: Handout 1; Handout 2
- Bryson Pelc, CPA, Partner, Jordahl and Sliter: Presentation Slides
- Erika K. Dorrington, FPQP Financial Advisor, WhitePeak Wealth Management with D.A. Davidson: Handout 1; Handout 2
- Jim Soft, CFP, MA, MS, Planned Giving Specialist, Yellowstone Boys and Girls Ranch Foundation: Presentation Slides
Learn More
Your Gift Changes Lives
At the Immanuel Foundation, we believe that every senior living in Montana has the right to a safe, secure home in an engaging and supportive community. We work every day to make that vision a reality and your financial support is crucial. 60% of our Skilled Care residents are low income, Medicaid qualified. Immanuel Foundation raises funds to support these seniors in need.
Corporate Sponsors