11 Feb Financial Planning Charitable Giving Planning Options March 22, 2022 By Christopher Walsh, CFP® Facebook Twitter Email linkedin Methods Benefits Other Considerations Direct Gift Simple Charity can put gifts to work immediately Another alternative: a gi...Continue reading
26 Nov Financial Planning Charitable Gifting Strategies for the Season of Giving March 22, 2022 By Alexander Greer, CFP® Facebook Twitter Email linkedin For many, the holidays are a time for giving back—whether by donating to a favorite charity or helping out a family member. Before you make a donation...Continue reading