Growing Your Year-End Impact with Insights from the Experts

Private Wealth Services attorneys Shari Levitan and Cara Santoro will lead a webinar for the Desert Botanical Garden guiding participants on year-end charitable giving strategies and deadlines. Shari and Cara will cover tax law changes from 2026 that affect giving planning, in addition to required minimum distributions (RMDs) and gifts of appreciated stock, identifying how to take advantage of potential tax benefits and what questions to ask to uncover hidden liabilities. The presentation will equip attendees with the knowledge to jumpstart giving efforts and maximize impact.