Tax Estate Strategies

Learn how estate planning and philanthropy intersect, including tax strategies, donor and heir benefits, advanced planning, and examples. Explore the intersection of estate planning and philanthropy with Alex Andorfer, CPA, of Leonard J. Andorfer & Co. This session will cover estate tax strategies, charitable giving opportunities, maximizing tax benefits for donors and their heirs, and advanced planning considerations. Through practical applications and real-world examples, participants will gain insight into how fundraising professionals can play a valuable role in estate and charitable planning. Presented By: Alex Andorfer is a graduate of Ball State University with bachelor’s and master’s degrees in accounting. He is a Fort Wayne native and currently serves as the treasurer of the board for several local nonprofit organizations including the Better Business Bureau of Northern Indiana, Charitable Gift Planners of Northeast Indiana, and My Autism Ally. He is also a member of the finance council and school board for St. John the Baptist Catholic Church in New Haven. He has four children with his wife, Jamie, and enjoys going on family vacations and playing golf.