4J Wealth December 2025 Webinar: Financial Giving This Holiday Season

Thinking About #gifting or Supporting #charitableorganizations This Year?
Join us for this important webinar to learn how smart giving strategies can help you maximize your impact, while reducing your tax burden.
📅 Date: Tuesday, December 2
⏰ Time: 11:00 AM – 12:00 PM
What You’ll Learn:
✅ How #donoradvisedfunds (DAFs) work, and whether they’re right for you
✅ Using Qualified Charitable Distributions (QCDs) from your #ira to give tax-efficiently
✅ Strategies for gifting to family members and minimizing gift #taxes
✅ Timing your charitable contributions for maximum 2025 tax benefit
✅ Coordinating your giving with your broader #estate and #retirement plan
✅ Avoiding common mistakes when donating appreciated #stocks or assets
✅ Creating a personalized charitable giving plan for year-end
If charitable giving or family gifting is part of your financial goals, this session will help you give more strategically, and keep more of what you’ve earned.

The following presentation by 4J Wealth Management, LLC (“4J”) is intended for general information purposes only.  No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from 4J or any other investment professional of your choosing. Please see additional important disclosure at the end of this representation. Copies of 4J’s current written disclosure Brochure and Form CRS discussing our advisory services and fees are available upon request or at www.4JWealth.com.