Inner Circle Workshop: Smarter Charitable Giving
Giving is personal, but how you give can make a difference.
In this Inner Circle Workshop, Brad Gotto is joined by Tyler Van Eps to explore ways to approach charitable giving with greater intention. They discuss donor-advised funds, gifting appreciated assets, bunching charitable contributions, QCDs, estate planning and other strategies that can help make generosity part of a broader financial plan.
Whether giving is already an important part of your financial life or you’re beginning to think more intentionally about it, this conversation offers practical considerations for building a strategy around the causes and organizations that matter to you.
Because being more strategic about how you give may create opportunities to make an even greater impact.
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