Oppenheimer Circle Event | Tax Efficiency and Planned Giving | Exploratorium

David Sweet, Planned/Legacy Giving Officer at the Exploratorium, and Jason Nossiter, Principal at Bernstein Private Wealth Management, discuss how donors can gain tax efficiencies when establishing their planned gifts by funding them with IRAs and appreciated securities.
If you have any questions about planned/legacy giving or tax-efficient planned giving strategies as a result of watching this video, please feel free to contact David Sweet at the Exploratorium at [e-mail], or call him at 415-528-4483. You can also read more about planned/legacy giving by visiting our website at www.exploratorium.edu/support...