Stephen Strum: Charitable Giving Options You Should Know About

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Stephen Strum: Charitable Giving Options You Should Know About

September 2, 2021 @ 2:00 pm - 3:00 pm

Exclusively for Cause Inspired Clients, our Client Education Series is a monthly webinar series connecting you to innovative nonprofit thought leaders to help your agency prepare for the future of fundraising and nonprofit management.

This event will educate you on giving options for your donors. Stephen Strum (Financial Advisor, MBA) will give an overview of charitable giving with (1) the new tax law, (2) qualified retirement accounts, and (3) planned giving. Share with your team and join us to broaden your understanding on how and why people can give to your organization.

About Stephen

Stephen Strum has over 15 years’ experience in management and sales leadership, and has been a financial advisor at Northwestern Mutual for nine years. Stephen has served as a leader in many community organizations, including the First Coast Hispanic Chamber, Achieving the Dream, and the Juvenile Diabetes Reach Foundation.

If you are a current client of Cause Inspired and you didn’t receive your invite email for the Client Education Series event, you can request an invite via this form. Note: your client status will be verified before an invite will be sent.

Details

Date:
September 2, 2021
Time:
2:00 pm - 3:00 pm
Event Category:

Organizer

Cause Inspired