Oppenheimer Circle Event | Tax Efficiency and Planned Giving | Exploratorium

Sdílet
Vložit
  • čas přidán 12. 03. 2024
  • David Sweet, Planned/Legacy Giving Officer at the Exploratorium, and Jason Nossiter, Principal at Bernstein Private Wealth Management, discuss how donors can gain tax efficiencies when establishing their planned gifts by funding them with IRAs and appreciated securities.
    If you have any questions about planned/legacy giving or tax-efficient planned giving strategies as a result of watching this video, please feel free to contact David Sweet at the Exploratorium at dsweet@exploratorium.edu, or call him at 415-528-4483. You can also read more about planned/legacy giving by visiting our website at www.exploratorium.edu/support...
  • Věda a technologie

Komentáře •

Další v pořadí
Automatické přehrávání
How to LEGALLY Pay 0% Capital Gains Tax on Real Estate10:57How to LEGALLY Pay 0% Capital Gains Tax on Real Estate
How to LEGALLY Pay 0% Capital Gains Tax on Real EstateToby Mathis Esq | Tax Planning & Asset Protection
zhlédnutí 121K
I Quit My $300,000 Banking Job After Learning 3 Things9:20I Quit My $300,000 Banking Job After Learning 3 Things
I Quit My $300,000 Banking Job After Learning 3 ThingsNischa
zhlédnutí 1,4M
Oppenheimer Circle Event | Donor-Advised Funds (DAFs) and Non-Traditional Assets | Exploratorium4:27Oppenheimer Circle Event | Donor-Advised Funds (DAFs) and Non-Traditional Assets | Exploratorium
Oppenheimer Circle Event | Donor-Advised Funds (DAFs) and Non-Traditional Assets | ExploratoriumExploratorium
zhlédnutí 46
ASÍ IMPROVISÓ AL FINAL DE LA COREO MI ALUMNA 😱00:10ASÍ IMPROVISÓ AL FINAL DE LA COREO MI ALUMNA 😱
ASÍ IMPROVISÓ AL FINAL DE LA COREO MI ALUMNA 😱Emir Abdul Gani
zhlédnutí 32M
Jaký byl Clash of Stars v Ostravě naživo?!13:00Jaký byl Clash of Stars v Ostravě naživo?!
Jaký byl Clash of Stars v Ostravě naživo?!Vidrail
zhlédnutí 112K
REAKCE NA SONG BUNNY HOP S FRANKEM WILDEM A AINKOU!24:01REAKCE NA SONG BUNNY HOP S FRANKEM WILDEM A AINKOU!
REAKCE NA SONG BUNNY HOP S FRANKEM WILDEM A AINKOU!rady
zhlédnutí 149K
MEGA BOXES ARE BACK!!!08:53MEGA BOXES ARE BACK!!!
MEGA BOXES ARE BACK!!!Brawl Stars
zhlédnutí 34M
Why Getting A Job Feels Impossible Right Now10:39Why Getting A Job Feels Impossible Right Now
Why Getting A Job Feels Impossible Right NowCNBC
zhlédnutí 2M
Pi Day 2024 - Full-Spectrum Science - Tune in on 3.14 at 1:59pm!23:30Pi Day 2024 - Full-Spectrum Science - Tune in on 3.14 at 1:59pm!
Pi Day 2024 - Full-Spectrum Science - Tune in on 3.14 at 1:59pm!Exploratorium
zhlédnutí 353
El eclipse solar detrás de las cámaras.7:50El eclipse solar detrás de las cámaras.
El eclipse solar detrás de las cámaras.Exploratorium
zhlédnutí 955
How AI is Actually Being Put to Work: Man Group’s Robyn Grew20:26How AI is Actually Being Put to Work: Man Group’s Robyn Grew
How AI is Actually Being Put to Work: Man Group’s Robyn GrewBloomberg Live
zhlédnutí 1,7K
Sole Proprietor vs. LLC vs. S Corporation vs. C Corporation | Legal & Tax Differences12:43Sole Proprietor vs. LLC vs. S Corporation vs. C Corporation | Legal & Tax Differences
Sole Proprietor vs. LLC vs. S Corporation vs. C Corporation | Legal & Tax DifferencesNavi Maraj, CPA
zhlédnutí 225K
How to Avoid Capital Gains Tax When Selling Real Estate (2023) - 121 Exclusion Explained12:55How to Avoid Capital Gains Tax When Selling Real Estate (2023) - 121 Exclusion Explained
How to Avoid Capital Gains Tax When Selling Real Estate (2023) - 121 Exclusion ExplainedNavi Maraj, CPA
zhlédnutí 65K
Average 401k Balance by Age 65 | PLUS # of "401k millionaires"7:13Average 401k Balance by Age 65 | PLUS # of "401k millionaires"
Average 401k Balance by Age 65 | PLUS # of "401k millionaires"Holy Schmidt!
zhlédnutí 495K
What Dave Ramsey Doesn't Like About Investing In ETFs5:12What Dave Ramsey Doesn't Like About Investing In ETFs
What Dave Ramsey Doesn't Like About Investing In ETFsThe Ramsey Show Highlights
zhlédnutí 298K
LinkedIn Engineering Manager Mock Interview: Engineering Prioritization16:41LinkedIn Engineering Manager Mock Interview: Engineering Prioritization
LinkedIn Engineering Manager Mock Interview: Engineering PrioritizationExponent
zhlédnutí 55K
cute mini iphone00:34cute mini iphone
cute mini iphone승비니 Seungbini
zhlédnutí 6M
She Wanted a Custom PC, Now This… 😬01:01She Wanted a Custom PC, Now This… 😬
She Wanted a Custom PC, Now This… 😬Zach's Tech Turf
zhlédnutí 429K
This is the craziest notebook I’ve ever seen🤯00:16This is the craziest notebook I’ve ever seen🤯
This is the craziest notebook I’ve ever seen🤯Syncify
zhlédnutí 3,2M
Gizli Apple Watch Özelliği😱00:14Gizli Apple Watch Özelliği😱
Gizli Apple Watch Özelliği😱Safak Novruz
zhlédnutí 4,9M
Zooming until I Find Raspberry Pi Logo in the infinity art Gallery #zoom #art #shorts00:16Zooming until I Find Raspberry Pi Logo in the infinity art Gallery #zoom #art #shorts
Zooming until I Find Raspberry Pi Logo in the infinity art Gallery #zoom #art #shortsSTICKY Art Shorts
zhlédnutí 2,6M
Prodal ledvinu, aby si koupil iPhone01:00Prodal ledvinu, aby si koupil iPhone
Prodal ledvinu, aby si koupil iPhoneAdam Karkoška
zhlédnutí 221K
Hisense Official Flagship Store Hisense is the champion What is going on?00:11Hisense Official Flagship Store Hisense is the champion What is going on?
Hisense Official Flagship Store Hisense is the champion What is going on?Special Effects Funny 44
zhlédnutí 2,4M
The Numitron: An obvious idea that wasn't very bright23:21The Numitron: An obvious idea that wasn't very bright
The Numitron: An obvious idea that wasn't very brightTechnology Connections
zhlédnutí 550K