End of Year Giving
Registration for the 17th annual Advisors Series for Estate and Wealth Management Professionals on Thursday, Nov. 16 (buffet breakfast served at 7:30 a.m. and the program starts at 8 a.m.).
The program will feature Jonathan G. Blattmachr, co-author of nine books and more than 500 articles on estate planning and Teresa L. Bush, Esq., who has practiced law since 1991 and focused her practice exclusively on issues of estate and gift tax planning, probate, charitable planning, and estate and trust administration.
Participants will receive two hours of continuing education credit (CLE, CFP or CPE). Please call 972-661-9792 for any questions.
As we approach year-end, we count our blessings over the holiday season and generosity is in the air. Consider establishing a charitable fund at The Catholic Foundation as a vehicle for giving. As a community foundation we can assist you with your current and future giving to your favorite Catholic and non-Catholic charitable entities.
Important Deadlines and Reminders for 2023
If you want to make a contribution for 2023, please review all the year-end reminders that include the following deadlines:
For Stock Transfers to The Catholic Foundation
To notify us of any upcoming stock transfer or if you have any questions regarding stock transfers, please contact us.