COVID-19 Information

December 03, 2020


12:00 PM - 01:00 PM
N/A

Montana Tech Foundation: Estate and Charitable Planning After the SECURE and CARES Acts

The SECURE and CARES Acts may influence your estate planning and charitable giving. We are offering a complimentary webinar on Thursday, Dec. 3, to highlight a few key details of these important laws, give an overview of what you need for a solid estate plan, and show how you can leave a legacy at the Montana Technological University Foundation.

Attend this webinar to:

  • Learn about a few key details of the SECURE and CARES Acts
  • Discover what you need for a solid estate plan
  • Explore the most popular ways you can leave a legacy at the Montana Technological University Foundation
  • Learn about Montana tax credits when you make a charitable gift to a qualified endowment fund

Recommended audience: This presentation will be suitable for all ages and levels of understanding.

Presented by Lynn M. Gaumer, J.D., Senior Planned Giving Consultant for The Stelter Company.

Register here. https://register.gotowebinar.com/register/7522644563076070414