Philanthropic Giving-Maximizing the Impact of Charitable Contributions

Tuesday July 10, 2018 12:00 pm
One Mount Vernon St, 3rd Floor, Winchester, MA 01890.


Leading Edge Training Center 

One Mount Vernon St, 3rd Floor, 

Winchester, MA 01890 

Stephanie Diamond, the Managing Director, 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.

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