Member Only Event
Philanthropy, Real Estate, and Tax Planning
What if the most generous conversation you have with a client this quarter is also the smartest one?
Join Mercer Advisors for a fireside chat on how charitable giving and year-end tax planning can work together for your clients. Elli Sharef, Head of Philanthropic Services, and Bruce Bendell, CPA, PFS, Wealth Strategy Director, Tax, will share practical strategies for the giving conversations happening now. Rose Cooke, Regional Vice President, moderates.
Topics
- Philanthropy trends: What’s driving giving into 2027, including the wealth transfer and donor-advised funds
- Giving real estate: How clients can donate property or land, and why timing before a sale matters
- Year-end tax planning to support giving: How bunching, appreciated assets, QCDs, and Roth conversions can help clients give more efficiently under the new 2026 rules
Wednesday, October 28 · 1:00 PM PT / 4:00 PM ET
October 26, 2026
REALM Link
Interested in partnering with developments? Get connected with a group of agents who want to grow their relationships with developments.
October 27, 2026
REALM Link
Designed to help members build momentum through accountability, collaboration, and shared learning.
October 28, 2026
Leading Minds
Join Mercer Advisors for a fireside chat on how charitable giving and year-end tax planning can work together for your clients.
