We were very excited to have Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, back again to host, Creating My Philanthropic Plan. 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.
We hope you enjoy our Podcast interview with Stephanie Diamond and our takeaways from the event.
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All EWS events are free to any and all women and occur on the second Tuesday of every month at noon in our offices unless otherwise specified. Join us and spread the word. Let’s continue empowering women!