Charitable Giving Webinar - Making an Impact
October 20, 2026
As year-end approaches, it’s an ideal time to take a more intentional look at charitable giving and the role it can play in your financial and legacy planning. Whether charitable giving is already part of your financial plan or you’re simply curious about the opportunities available, thoughtful planning can help you make a meaningful impact on the causes and organizations closest to your heart.
Join us for a special webinar featuring Sara Hofer, J.D., Chief Planned Giving Officer at Yellowstone Boys and Girls Ranch Foundation. Sara specializes in charitable planned giving, providing gift analysis and developing strategies for donors and their advisors. Her experience spans charitable trusts, charitable gift annuities, donor advised funds, charitable lead trusts, life estates, scholarship funds, and other planned giving strategies.
As we near the close of 2026, this conversation is designed to help you learn more about charitable giving opportunities and consider how thoughtful giving strategies may fit into your broader financial and legacy planning goals.
We hope you'll join us for this timely and meaningful conversation about giving with purpose! Click the link below to save your spot:
Date: Tuesday, November 10, 2026
Time: 10:30-11:30 AM MST
Register for Webinar: Click Here to Register
Can't attend live? Please click the link to register anyway, and we'll email you a copy of the presentation following the webinar.
This material is for informational and educational purposes only and is not intended as investment, legal, or tax advice. Sara Hofer is an independent third-party guest speaker and is not affiliated with Allied Investments, a registered investment advisor. The views expressed are those of the speaker and doe not necessarily reflect the views of Allied. References to any investment products, securities, or strategies are for discussion purposes only and do not constitute a recommendation or endorsement. Consult our financial professional regarding your individual situation.