Events

Philanthropy
Charitable giving strategies
Anne Gifford Ewing
Senior Trust, Estate & Fiduciary Strategist
Jeff Ruderman
Wealth Planning Specialist

What’s the secret to making your charitable giving go further? We hosted an informative webinar on giving strategies led by senior trust, estate and fiduciary strategist Anne Gifford Ewing and wealth planning specialist Jeff Ruderman. They explored topics including new limits on charitable deductions that start next year, types of giving structures and effective legacy planning.



Anne Gifford Ewing is a senior trust and estate specialist with Capital Group Private Client Services, focusing on trust, estate, tax and personal planning matters. Anne spent more than a decade in private legal practice at Gifford, Dearing & Abernathy, LLP in Los Angeles, during which time she was recognized as Certified Specialist in Estate Planning, Trust & Probate Law by the California Board of Legal Specialization of the State Bar of California.

Jeff Ruderman is a wealth planning specialist for Capital Group Private Client Services. He joined Capital Group in 2011 as a senior client relationship specialist. Prior to joining Capital Group he spent over five years as an assistant vice president, senior private client associate with Bernstein Global Wealth Management. Jeff earned a BA with Honors in International Finance and Marketing from the University of Miami and also studied International Business at the Hogeschool Voor Economische Studies in Amsterdam.


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Philanthropy
Legacy
Tax & Estate Planning

 

Definitions:

AGI (adjusted gross income): Total income from all sources minus specific deductions, or adjustments.