Smart Giving for a Lasting Legacy

Presented by Mike DeWitt, a Partner and Wealth Advisor in the Atlanta office of Corient Wealth Management. The presentation will include:  

• Reasons for giving, and specifically why Christians give 
• Smart ways to give of our treasures, including:
  -Donating appreciated stock and other non-cash gifts
  -Donor Advised Funds
  -Qualified Charitable Distributions from IRA accounts
  -Legacy Giving Options using Trusts and Wills
• A brief overview of BackPack Blessings, a Mt. Bethel Church-sponsored non-profit

🎤About the Speaker:
Mike DeWitt specializes in working with business owners, helping them think strategically about their business and personal wealth planning throughout the various phases of their business’s lifecycle. Previously, he served at legacy firm Brightworth and was a member of the firm’s Business Owner Services team. He has more than 25 years of experience managing investment portfolios and is a member of the firm’s Investment Committee. Mike holds the CFA® (Chartered Financial Analyst®) and CExP (Certified Exit Planner) designations. He received his Bachelor of Science in Finance from Auburn University.