Sunday | Jan 25 | 12PM | Join us for an uplifting and informative session with Jeanne Sacks (CPA, CGMA, CAP®), a tax expert who will guide us through meaningful, tax-smart ways to support the causes that matter most to you. Learn how to align your spiritual intentions with tax-savvy generosity, as well as how thoughtful giving can deepen your spiritual practice, strengthen our community, and make a lasting impact—all while staying aligned with IRS rules and opportunities. Jeanne is a Shareholder at Johnson, Stone & Pagano, P.S.

📌 Topic Bullet List

● Understanding charitable contribution rules (cash, goods, services)
● How to maximize deductions while supporting spiritual and community work
● New IRS updates impacting charitable giving
● How Required Minimum Distributions (RMDs) can be used strategically for charitable giving, and the benefits of
● Qualified Charitable Distributions (QCDs) for those 70½+
● Using donor-advised funds to streamline and amplify giving
● How to document donations properly
● The advantages of including charitable giving in your estate plan