The Community Foundation of Greater Rochester has created a community learning series, the Foundation Forums, to create learning opportunities around topics that are relevant and pressing to the public.

Foundation Forums are open to everyone and are provided at no cost to attendees. Forums are a welcome space for anyone in our community who wants to learn.

Thursday, November 12th, Rochester Hills Museum Calf Barn

1005 Van Hoosen Rd, Rochester Hills, MI 48306

8:30 – 9:30 AM, Presentation and Q&A

Disinheriting the IRS: Charitable Strategies for Retirement Assets

 

This presentation will focus on charitable giving strategies that can dramatically reduce – or even eliminate – the income tax that would otherwise be paid on inherited traditional retirement plan assets. Attendees will learn how thoughtfully integrating charitable planning into beneficiary designations and estate plans can redirect dollars away from taxes and toward causes they care about most—effectively disinheriting the IRS in favor of family and philanthropy.

 

Register for this Forum by signing up below:

Register to attend this Foundation Forum on November 12th, 2026

This field is for validation purposes and should be left unchanged.
Name (First, Last)(Required)

Thank you to everyone who attended the Non-Profit Formation Basics Forum. To download the Non-Profit Formation Basics slides, click the button below. 

Non-Profit Formation Basics Powerpoint Slides

Register Now!

The Foundation Forums Community Education Events are free to attend.

Seats for these educational events will be limited, so register early.

Join us and be a part of something great!

The Community Foundation hosts educational forums throughout the year. Our goal is to be a community leader, providing community education opportunities on a variety of topics. Check back regularly to find out more.