Giving Smarter: Planned Gifts, Securities & More

Many people want to support charities that are important to them, but determining the best asset to give and the timing of a gift can feel overwhelming. Join us for a free virtual information session to learn about charitable giving strategies that can help you support the causes you care about while also considering your personal, financial, and family goals.

Led by Susan Hagan, Assistant Vice President of Planned Giving at the University of Iowa Center for Advancement, this 30-minute session will explore a variety of tax-wise charitable giving options, including gifts made during your lifetime and through your estate.

Topics will include:

  • Common charitable giving and estate planning options

  • Ways different assets and giving strategies can support your charitable goals

  • Tax considerations and potential benefits of various giving strategies

  • How charitable giving can align with your personal and family goals

  • Ways to support the University of Iowa through a future gift

Whether you're considering a charitable gift today, planning for the future, or simply exploring your options, this session will provide practical information and resources to help you give with purpose and confidence.

Monday, November 9, 2026 6:00pm to 6:30pm
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Individuals with disabilities are encouraged to attend all University of Iowa–sponsored events. If you are a person with a disability who requires a reasonable accommodation in order to participate in this program, please contact Katie Kriegel in advance at 319-467-3540 or Katie.Kriegel@foriowa.org.