Empower Women Pod - The Encore
EWS - Philanthropic Giving - Stephanie Diamond
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 0:24:39
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Sinopse
Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, hosted our July event – Philanthropic Giving- Maximizing the Impact of Charitable Contributions. During our discussion, Stephanie explained how to start planning for philanthropic giving and how to find the right charitable giving vehicle that is best for you. She has used her expertise to guide her clients, families and their wealth advisors in maximizing the impact of charitable giving. She helps clients define charitable giving goals, contribute assets tax-efficiently, review different giving vehicle options and construct charitable gifts with intention. Thank you for joining us this past July 10th! Also, we have made her PPT Presentation available in this link: http://www.lexingtonwealth.com/wp-content/uploads/2018/07/EmpowerWomenLexington7.10.pdf To RSVP or see our future EWS events please visit our website at this link:http://www.lexingtonwealth.com/category/empower-women/ All EWS events are free to all