Women, Wine, & Wisdom™ - Tax-Efficient Philanthropy

Women deserve a safe, supportive space to discuss their finances without feeling overwhelmed. That’s why we created Women, Wine & Wisdom™ —a relaxed event where you can connect with other women, enjoy a glass of wine, and gain financial advice.

This month, join us for a roundtable discussion with Ann Covington, Principal and Founder of CovingtonAlsina, surrounding tax-efficient philanthropy. Ann will discuss how to get the best tax return value from charitable contributions, give insights on avoiding capital gains taxes on appreciated stock, giving from IRAs, maximizing tax deductions from donor-advised funds, & minimizing taxes for heirs.

The evening begins with community time, followed by a presentation and a roundtable discussion where you can ask questions and get practical, clear answers from guest professionals. Each month brings a fresh topic, but the welcoming community and valuable insights remain constant.