Would you like to hear some practical and actionable items ideas for your own financial planning? How can individuals and families across the full spectrum of financial ability empower charitable, abundant living with the resources they have? Come hear some practical topics, ranging from regular monthly giving as part of your budget to leaving a legacy gift through detailed estate planning. We will talk about best practices in charitable giving strategies including the benefit of using retirement accounts to make Qualified Charitable Distributions (decreasing personal taxable income) and how donors can benefit from setting up a Donor Advised Fund (DAF) as a legacy gifting asset. Consider making charitable giving a soul-satisfying feature of your personal financial life. We have recordings with is Matt Lowe, Managing Director and Advisor at Greene Wealth Management in Seattle whose firm has managed East Shore’s Endowment Fund for over a decade.
Watch the highlights in this 14 part playlist, you can scroll through all the options.