Charitable giving and the new tax code
Wed, Oct 24 2018, 2pm
The October and November meetings of UMRA’s Finance & Legal (F&L) Group will demonstrate how to make contributions to the U and other charitable institutions in tax-efficient ways, and what differences to expect under the new tax law. For the presentation on October 24 — “How to get a better tax bang for your charitable buck” — the focus will be on changes to the tax code that change the benefit of charitable giving; how to make gifts directly from an IRA; and on how to set up and use a donor-advised fund.
Topics to be covered on November 14 — “The ever-evolving tax code, what to expect” — include main changes in the new tax law and how they will impact you. Both sessions will be held from 2 to 3 p.m. at John A. Knutson & Co., PLLP (classroom location), 1781 Prior Avenue North in Falcon Heights, MN 55113. (Site contact: [email protected] or 651-379-5732)
You can also join both sessions via computer, tablet, or smartphone. For details, including how to participate remotely using GoToMeeting, please visit the Financial & Legal Issues group. Questions? Contact Andy Whitman at [email protected] or 612 747-6015.
Upcoming Events
The May 20 hike will start at the Historic Lift Bridge in Stillwater and go along the river to the new bridge, cross over and then back on the Wisconsin side, a total of approximately 5 miles. Most of the route is paved. We will eat lunch after at Brian's Bar and Grill in Stillwater. Car pooling will be available.
Climatologist and meteorologist Mark Seeley joined the U of M faculty in 1978 and has been a weekly commentator on Minnesota Public Radio since 1992. We are honored to welcome him as our guest speaker for UMRA’s May Luncheon Forum and 2024 Annual Meeting. He is always entertaining and informative.
UMRA’s Fourth Friday Book Club welcomes back, for the second time, author Julie Schumacher, U of M Regents professor of creative writing and English, for a conversation about her novel The Shakespeare Requirement.
We are in for a treat on June 3! Lynn Anderson, will lead us on trails at two parks near her Monticello home. Bring a bag lunch and we will gather in Lynn's yard along the Mississippi River for eating and socializing after the hike.
Get out to the ballpark with fellow UMRA members for the annual U of M Day at Target Field as the Minnesota Twins take on the Oakland Athletics on June 14 at 7:10 p.m.
Please join us at 9:30 on June 17, 2024 for a walk around Lake Como in St. Paul before attending the UMRA Summer Social and Picnic starting at 11 at the Como Pavilion. A perfect opportunity to get in a walk before we gather to celebrate summer.
Picnic under the covered, open-air Como pavilion, gaze at the water, spy some birds, catch up with friends and former colleagues, and meet new members. We’ll have lunch with plenty of time for visiting and then compete in teams as we are challenged by our Quiz master(s)!
Healthy aging, mindfulness, fighting ageism, and more will be the focus of the third annual Age-Friendly University Day to be held on the U of M Twin Cities campus.