UPDATE: LOCATION CHANGED TO:
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.
Thank you for joining us and please share the Podcast episode with whoever you think appropriate.