Planned Giving Media
The Mystery of the Fiscal Cliff
In February, Roundabout hosted the first of a series of events on the subject of planned giving. These events are opportunities for you to hear important updates in tax laws, ask questions, understand trends and learn more about including nonprofits in your estate plans. Special thanks to our restaurant partner Aureole, our host and Board Member Steve Schroko, our guest speaker Bill Sutton from UBS, and all of our guests for participating. We've edited the presentation into two segments: the first is a summary of tax changes and current trends in philanthropy and the second provides an overview of planned giving vehicles offered at Roundabout.