Charitable Giving and Your Adviser

Episode 040 | Adviser Checkup Podcast

It's that time of the year when many of your minds will turn toward charitable giving. Are you feeling philanthropic? Whether you are inspired by recent events or a regular giver to important causes it's important to maximize your gifts. Learn how to engage with your adviser and gift even more effectively. Listen today to learn all about Donor Advised Funds and Private Foundations.

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Be Financially Well,

Kelly