Missed Giving Tuesday? Attend AIDNW Presentation on Qualified Charitable Distributions
Come learn about the potential tax benefits you can receive by donating money from your IRA to AIDNW!
Saturday, Dec 7th from 11:30-12:30, AIDNW volunteer Steve Sarwono, CFP® presents “WHAT IS A QUALIFIED CHARITABLE DISTRIBUTION?” at the Starbucks Regional Office, 10314 S Tacoma Way, Lakewood, WA 98499. Lunch from Panera Bread will be provided.
Learn how retirees with an IRA can make a Qualified Charitable Distribution starting at age 70 that benefits both the donor and AIDNW if done correctly. Certified Financial Planner* Steve Swarano will make it understandable. You can even schedule a separate online meeting or phone conference with Steve. Just call him at on his cell at 253-444-4171 or click here.
You can also find Steve volunteering regularly at the AIDNW Welcome Center, or visiting immigrants in detention and assisting newly-released immigrants. Steve’s story itself is is inspiring. He is a U.S. Navy and Army National Guard veteran, and he completed an MBA in Entrepreneurship at Pacific Lutheran University and a Bachelor of Science Finance at Portland State University. Steve and his wife are originally from Indonesia, and in his spare time, Steve learns Spanish at La Unica. His late grandmother, who was a school headmaster, spoke six languages. Steve’s goal is to be able to at least speak six languages just like his grandmother, and his skills are evident at the Welcome Center when we receive guests from all corners of the world.
* It’s helpful if you can RSVP to volunteercoordinator@aidnw.org for the presentation if you know you can attend, or feel free to show up last minute. Certified Financial Planner™ Steve Swarano of Batik Financial (253) 588-0204 has many teachers and school professionals as clients. He is registered with and only offers securities and advisory services through Plan Member Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA 93013. (800) 874-6910. Batik Financial and PlanMember Securities Corporation are independently owned and operated. Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.