MCBC Charitable Donation Webinar

MCBC invites you to a webinar designed to help you maximize the impact of your contributions. Whether you’re a long-time supporter or just exploring charitable giving options, this session will offer invaluable insights into the benefits of Donor-Advised Funds (DAFs) and critical updates on tax laws affecting charitable donations.

We’ll discuss Donor Advised Funds, or DAFs, an invaluable tool that provides the following benefits:

1. It avoids capital gains taxes on donated investments or assets

2. Provides donors the ability to grow their donations over time, tax-free

3. Flexibility and enhanced control in a philanthropic giving strategy 

Click here to learn more about DAF’s and how you can make an impact.

Additionally, we will cover important changes in the tax landscape, including the forthcoming expiration of key provisions in the Tax Cuts and Jobs Act (TCJA). These provisions, set to expire in January 2026, will reduce the estate and gift tax exemption from $13.61M to $5.49M per individual—significantly impacting future philanthropic strategies. Now is the time to understand how these shifts could affect your donations and to work proactively with your advisors.

Join us on October 24th at 12:00 PM for the MCBC Charitable Donation Webinar by MCBC member Louis Wellmeier.  

Register here

Louis Wellmeier is enthusiastic about contributing to the cycling community in Marin.  He is a volunteer and member of MCBC and a coach at Redwood High School, where his daughter, Scout, is an accomplished varsity rider.  He deeply enjoys helping families accomplish their most important goals as a Financial Advisor with Edward Jones.