2025 Estate Planning Series: Charitable Giving - Seeking the Perfect Match Between Donor and Donee - 10/21

PNC’s Private Bank is inviting you to attend Cannon Estate Planning Teleconference in person.
 2025 Estate Planning Series: Charitable Giving - Seeking the Perfect Match Between Donor and Donee 
 
Tuesday, October 21, 2025
12:00 pm – 1:30 pm
 
PNC Bank
3201 W White Oaks Dr., Suite 100B
Springfield, IL 62704

 
 
Summary of Teleconference:
Estate planners should help clients determine their philanthropic goals and develop the most effective strategies to attain those goals. This includes identifying the target donee(s) and ensuring that gifts, bequests and distributions will be tax-efficient and in amounts, at times and for purposes consistent with the donor’s wishes.
 
Speakers will address:
 

  • Choosing the “right” vehicle by which to confer and optimize charitable benefits

  • Mechanics and advantages of directing qualified retirement assets to charity

  • Trust distributions and the sometimes elusive Section 642(c) deduction

  • Section 501(c)(4) organizations

 
Register for the teleconference by sending an email to jennifer.s.walker@pnc.com no later than NOON Monday, October 20th.
 
A box lunch will also be provided, so when sending an email to RSVP, please include your choice of sandwich from the following options:
Panera - 1) Grilled Chicken & Avo BLT, 2) Turkey & Cheddar , 3) Tuna Salad Sandwich, 4) Tomato Basil BLT, 5) Toasted Italiano or 6) Toasted Garden Caprese. 
Chips and cookie included.
 
There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states.  Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.
 

Sarah Croft