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Call 1.855.378.4373 to schedule a call time with a specialist

    Other Ways to Give: Planning Your Financial Legacy

    Charitable giving through your retirement accounts can benefit your family and the causes you care about most. Learn more about our work and opportunities to make a lasting impact.

    In case you missed our most recent webinar on planning for your future, we’ve provided a recording to view at your convenience.

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    Planning your financial legacy

    Patrick Schmitt, Founder and Co-CEO, FreeWill, and Tricia Kropp, Trust Specialist, Bank of America, N.A. joined us for a free webinar on planned charitable giving.

    Complete the form below to stay connected and be the first to learn about upcoming webinars and other learning opportunities.

    Published

    December 2020