Presenters: Karen A. Galuchie and Jordan Cohen
Overview
As tax season approaches, we invite you to join the IEEE Foundation and Jordan Cohen, CFP®, for an insightful and practical webinar where we explore how you can give back while maximizing your tax benefits. Whether you’re a seasoned donor or new to charitable giving, this session will equip you with practical insights to optimize your philanthropy.
In this session, we’ll cover key tax-efficient giving strategies, including how to use IRA distributions for charitable donations, the benefits of Qualified Charitable Distributions (QCDs), and when to employ a Donor-Advised Fund (DAF) for more control and flexibility in your giving. We’ll also explore innovative ways to enhance your impact while maximizing your tax benefits.
Don’t miss this opportunity to turn your good intentions into meaningful action. Whether you want to give locally or globally within IEEE, this webinar will give you the tools and knowledge to make a genuine difference.
About the Presenters
Karen A. Galuchie is the Executive Director of the IEEE Foundation, the philanthropic partner of IEEE. She leads the IEEE Foundation professional team and partners with the IEEE Foundation Board of Directors to nurture strong and effective partnerships that bring the promise of technology – and the knowledge to use it – to individuals and communities all over the world. At the end of 2020, the IEEE Foundation successfully concluded its first ever comprehensive fundraising campaign called “Realize the Full Potential of IEEE” raising $32.1 million. In recognition of her exemplary performance and impact, she received the 2010 Joyce E. Farrell Staff Award from her fellow IEEE staff members and the 2016 IEEE Eric Herz Outstanding Staff Member Award from the IEEE Board of Director.
Karen is a member of the American Society of Association Executives (ASAE) and Association Foundation Group (AFG). Prior to joining IEEE in 1997, Karen was the Accounting Manager for Learning Ally – formerly Recording for the Blind & Dyslexic. She holds a Bachelor of Science from Widener University where she graduated Cum Laude.
Jordan Cohen, CFP® is a financial advisor at KBK Wealth Management in midtown Manhattan, NYC. Jordan is a CERTIFIED FINANCIAL PLANNER®, Certified Plan Fiduciary Advisor (CPFA™), Investment Advisor Representative, and a licensed insurance broker.
Jordan specializes in comprehensive financial planning for individuals and families, serving as a fiduciary to guide clients in areas such as retirement planning, tax planning, investment management, estate planning, insurance and risk management, cash flow and budgeting, and charitable giving.
In addition to working with individuals, Jordan consults with small-to-mid-sized businesses and non-profits to design and administer retirement plans, such as 401(k)s and 403(b)s. He also works directly with plan participants, offering group and one-on-one financial education and advice to help employees make informed and confident financial decisions.
Jordan takes a holistic approach to financial planning, integrating his clients’ personal values, emotional well-being, family dynamics, and life goals into their financial strategies. His goal is to help clients build financial plans that are not only effective but also deeply meaningful.
Over its 35-year history, KBK Wealth Management has guided families in seamlessly incorporating charitable giving into their financial plans. Jordan and his firm emphasize the importance of aligning generosity with tax-efficient strategies, enabling clients to maximize their impact without compromising their financial security. By making charitable giving an integral part of their financial plans, Jordan helps clients achieve their philanthropic goals while enhancing their overall financial well-being.
Jordan lives on Manhattan’s Upper East Side with his fiancée Christine, and their golden retriever, Hudson. In his free time, he enjoys staying active, playing softball, exploring the NYC restaurant scene, taking Hudson to Central Park, and cheering on the Mets.
Earn PDH Credits
U.S. IEEE members who have participated in an IEEE-USA Webinar can earn professional development hours (PDHs) from IEEE’s Educational Activities Department by clicking here to request a certificate.*
*Please allow 7-10 days to receive a certificate.
