ReUnited Learning Series: Maximizing Charitable Giving During Retirement

Join United Way and its special guests from U.S. Bank for a conversation about maximizing charitable giving during retirement.

Whatever your reasons for charitable giving, it’s a good idea to think about the most efficient ways to do so. While a majority of gifts made each year are gifts of cash, there may other types of gifts and simple strategies which could provide greater benefits to both you and the charity.

We’ll be joined for this virtual event by John H. Campbell, Senior Vice President, Senior Wealth Strategist for U.S. Bank and Carolyn Bower, Wealth Planner for U.S. Bank as they share information including:

  • The benefits of charitable giving during your retirement years
  • Donating appreciated assets and charitable swaps
  • Bunching donations
  • Donating from an IRA
  • Changes affecting estates and planned gifts

Mark your calendar for this event!

When: November 11, 2021

Time: 1:00 p.m. – 145 p.m.

Simply Log on to: https://www.gotomeet.me/UWCIL/reunited


About our presenters

John H. Campbell

Senior Vice President, Senior Wealth Strategist – U.S. Bank

Credentials:

J.D., Tulane University School of Law, New Orleans, Louisiana
B.A., Yale University, New Haven, Connecticut

As senior wealth strategist, John leads the Wealth Planning & Insurance Strategies practices for the Central Region of U.S. Bank Private Wealth Management, serving high net worth clients. John and his team provide expertise and advanced wealth planning strategies around clients’ goals and objectives through the integration of goals based wealth management, cash flow analysis, retirement planning, business succession, wealth structuring, risk management, tax mitigation and charitable planning.

Prior to joining U.S. Bank Private Wealth Management, John worked at several Wall Street financial firms in private wealth management, and he practiced law with major law firms in New York and Atlanta in the areas of complex estate planning, business law, corporate securities and the advanced use of life insurance in wealth structuring. Since entering the banking and financial services industry in 1999, John has held key positions with AXA Equitable and Merrill Lynch Global Private Client Group and has served as a Wealth Structuring Specialist to Senior Wealth Advisors and their ultra high net worth clients at other leading financial institutions in Chicago and St. Louis.

John is a frequently requested presenter, and he is an approved media spokesperson for U.S. Bank on financial matters. John has been quoted as a subject matter expert in national media publications, including the Wall Street Journal, Barron’s, U.S. News & World Report, Kiplinger, Bankrate and Black Enterprise, as well as in local media publications, including Crain’s Chicago Business. Recently, John was recognized as a top 100 business leader in Chicago, and he was a recipient of the “2019 Business Leaders of Color” award by Chicago United. John represents U.S. Bank on the steering committee of the Financial Services Pipeline Initiative of the Federal Reserve Bank of Chicago, and he serves as a Diversity, Equity, and Inclusion Champion at U.S. Bank. Also, John sits on the Advocate-Aurora Health Care Gift Planning Advisory Committee, and he is a member of the executive committee and a past-president of the Society of Financial Services Professionals of Greater Chicago.

John lives in Oak Park, IL, where he and his wife are active in their community and serve together at their church, Calvary Memorial Church, in various ministry and leadership capacities.


Carolyn M. Bower

Wealth Planner – U.S. Bank

Credentials:
Certified Financial PlannerTM

As a Wealth Planner, Carolyn directs wealth planning by providing analysis and advanced wealth planning strategies to help high net worth clients work toward their goals.

Carolyn began her career in the banking and financial services industry in 2009. Prior to joining U.S. Bank Private Wealth Management, Carolyn worked as a wealth planner at Oxford Financial Group. Her professional background includes working with clients to develop comprehensive financial plans and develop strategies to work towards their goals.

Carolyn resides in Chicago. When she is not at work, she enjoys cooking and traveling.


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