MU Department of Personal Financial Planning Presents: Estate Planning and Charitable Giving: an ONLINE MU Extension Series, Hosted by [email protected]


This four-session series tackles two major topics that are often intertwined: estate planning and charitable giving. With each topic, there is a session devoted to the mechanics of financial planning (sessions 1 and 4). Session 1 covers estate planning from the perspective of personal finance. Discussion will include which assets are the best to transfer before and after death and what financial moves to make while alive to maximize the return on taxes and investments at your death. Session 4 covers the various strategies of charitable giving, including donating noncash assets, qualified charitable distributions, the best assets to transfer to charities at death and more. 

The other sessions (sessions 2 and 3) delve into the more behavioral aspects that require added discernment. Session 2 provides some strategies for passing on the hard-to-divide assets: the custom dining room table that the family sat around every major holiday; the waffle iron that grandma used to make waffles for each grandkid; the array of handmade quilts that mom made. This session will provide some insight about how best to pass these items on while maintaining family harmony before and after your death. Session 3 presents a process of discerning your values and goals and engaging with a charity that aligns with your values and goals. We also discuss how to feel comfortable saying “no” to a charity, how to ask your favorite charity to be accountable to its donors and how to evaluate charities for ongoing or future giving.

Instructors:  Andrew Zumwalt, CFP® ; Graham McCaulley, Ph.D.; and Marco Pantoja, AFC® comprise the Extension outreach arm of University of Missouri’s Department of Personal Financial Planning. With over 30 years of combined experience in financial education, they each bring a unique perspective and diverse set of skills to the education platform. Zumwalt, a Certified Financial Planner® with degrees in business administration and economics, is an assistant Extension professor and the resident tax expert, running the statewide Volunteer Income Tax Assistance (VITA) program. Pantoja, an accredited financial counselor with degrees in financial counseling and financial planning, is an Extension financial instructor, teaching personal finance to diverse groups across the state and providing one-on-one financial coaching for various programs. McCaulley, who holds degrees in consumer and family economics, family studies, and human environmental sciences, is an assistant Extension professor focusing on how the intersections of personal finance, early socialization and family dynamics come together to affect our decision-making in a variety of contexts. Together, these presenters work to raise Missourians’ financial literacy while fulfilling MU’s land-grant mission.

This series is free and brought to you by the Osher Lifelong Learning Institute at the University of Missouri. [email protected] is a continuing education program for Missourians age 50 plus. Osher students take classes, join clubs and connect with their classmates, all for the sheer joy of learning. The program offers more than 75 non-credit courses over four semesters each academic year – because curiosity never retires. [email protected] started online learning on March 30, 2020.

Dates & Time:
Fridays on the following dates: Oct. 23, 30; Nov. 6, 13
9:30 to 11:30 a.m.

Sessions will take place online, using the Zoom application

This series is free and open to the public (upon registration)

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