Webinar: Build Your Legacy Through Planned Philanthropy

This free webinar aims to demystify planned giving and provide practical, easy-to-understand examples that attendees can apply in their own lives. We’ll cover common strategies, such as:

Charitable bequests | Beneficiary designations | Charitable trusts | Gifts of appreciated assets | Potential tax benefits | Planning considerations

Whether you’re just beginning to think about your giving legacy or looking to make your charitable giving more intentional, attendees will leave with a clearer understanding of available options and the impact these gifts can have on both your family and your community.

We hope you’ll join us!

Date and Time
August 19th, 2026 from 2:00 PM – 3:00 PM CDT

Platform
ZOOM (details will be sent via email to those who register)

Presenter Vanessa McElwrath, CPA, CFP ®, is a wealth advisor and financial planner who assists individuals, families, and non-profits to develop long-term investment strategies based on Nobel-prize winning research. Vanessa sees her role as her clients’ chief financial officer–someone who can view their financial situation with the perspective needed to help them make smart financial decisions that are aligned with their goals and values.  Her passion for economic security leads her to frequently speak on topics including the science of investing, the women’s retirement gap, and the value of conflict-free financial advice. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She graduated with a Bachelor of Business Administration and Master of Professional Accounting from the University of Texas at Austin. Vanessa is a Wealth Manager at Creative Planning in Austin and currently serves as Treasurer on the Board of the FTHC.