Naples Global Advisors ``Giving & Receiving`` Seminar

On invitation from the United Church of Marco Island’s Endowment Committee, NGA team members Greg Debski, CFA and Jason Rundorff, CFP® spent the afternoon of April 5th at the church educating congregation members on effective methods of gifting and strategies for building a perpetual legacy.  The seminar, aptly titled “Giving & Receiving,” covered topics ranging from IRA Qualified Charitable Distributions to Donor Advised Funds and Charitable Remainder Trusts.  If you have interest in learning about tax saving charitable strategies, please call Greg or Jason at 239-776-7900.