Richmond Chapter Financial Wellness Series: Charitable Planning
12 p.m. - 1 p.m. Dec. 10, 2020
For individuals who are charitably inclined, there are several strategies that will also help reduce their tax liability and impact their community. Learn about donor funds, corporate matching gifts, donating highly appreciated stock and qualified charitable distributions. Join the VCU Alumni Richmond Chapter and special guests Mark Newfield (B.S.’87/B) and Shannon Duvall as we discuss charitable planning.
About the speakers
Mark Newfield (B.S.’87/B): Newfield has spent many years providing IT consulting services to Fortune 500 organizations. He made a career change to become an adviser because of his passion for helping people. He and his wife, Natalie, are dedicated VCU basketball fans. He serves on the VCU athletic director’s advisory board and is a trustee of the VCU School of Business Foundation.
Shannon Duvall: She is the chief development officer for the School of Business.