
University of Notre Dame – Badin Guild
November 14, 2019 @ 12:30 PM EST
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The University of Notre Dame Office of Gift Planning held this Access Live event as a year-end charitable planning webinar. Joining the call was special guest Alisa M. Shin (J.D., Senior Wealth Planner, Vanguard). Alisa Shin discussed why people give, what they should give and when they should give. Alisa Shin went over changes to the federal tax laws and how this may affect charitable giving. Topics of discussion included estate/gift tax exemptions on the federal and state level, income tax planning, and marketable securities.