Funding the Future

You are invited to a workshop to learn about gift planning opportunities and what you need to know about recent changes to the tax law: FUNDING THE FUTURE Tax Cuts & Job Acts of 2017 WEDNESDAY NOVEMBER 14TH 2:00pm – 4:00pm OR 6:30pm – 8:00pm SHELBURNE UMC 30 Church Street / Shelburne VT   TOPICS INCLUDE: • Charitable IRA Rollover • Bequests • Donor Directed Funds • Life Income Gift Plans The recent tax law changes have created the need for individuals to review and evaluate their financial plans in light of potential increased or decreased tax liability.  As generous people of faith, the Tax Cuts and Jobs Act of 2017 has created gift planning opportunities as well as challenges. Come to one of these workshops to learn more! This workshop is sponsored by the United Methodist Foundation of New England and is presented by Gary Melville / Foundation Director of Development. (This workshop will be offered twice on November 14 – choose the afternoon or evening session.) Contact the …