Charitable Giving Webinar.
A practical session on giving with intention.
Join our advisors on Wednesday, November 18 at noon for a look at five charitable planning strategies and how each fits alongside your financial plan. Admission is complimentary and open to guests.
What the session covers
Our advisors walk through five charitable planning strategies and how each one fits alongside your broader financial plan.
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Donor Advised Fund (DAF)
How a donor advised fund works and who it tends to suit.
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Qualified Charitable Distributions (QCD)
Giving to charity directly from an IRA.
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Estate Plan Giving
Including charitable gifts in your estate plan.
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Gifting Highly Appreciated Assets
Giving assets that have grown in value, rather than cash.
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Aligning a Gifting Plan with Your Financial Plan
Keeping your generosity and your long-term goals working together.
Bouchey Financial Group is the official Gift Planning Partner with Ronald McDonald House Albany.
In this role we provide guidance to individuals and families on the most effective way to support this organization we all care about.
Reserve your seat.
Registration takes place on Zoom. You will receive a confirmation email with your personal link to join.
Register on ZoomOnline registration is not available yet. To reserve a seat now, call 518.720.3333 or email info@bouchey.com.
Interested in learning more? Reach out to our team for further guidance. Call 518.720.3333 or email info@bouchey.com to start the conversation.
Monday through Friday · 9:00 AM to 5:00 PM ET- Wednesday, November 18, 2026 at 12:00 PM (Noon). Join from your computer, tablet, or phone.
- Complimentary admission. This session is free to attend.
- Open to guests. Feel free to invite family or friends who care about giving.
- Confirmation email. Your link to join arrives as soon as you register.
Nov 18 at noon Reserve seat