The goal of this monthly series is for women to come to a welcoming setting where they hear about relevant topics and ask the questions they have never asked. Take charge of your financial life. Be empowered. No question is a bad question and we’ll answer in the simplest way we can. No jargon, we promise.
Episodes
Tuesday Sep 10, 2019
EWS - Creating My Philanthropic Plan - Stephanie Diamond
Tuesday Sep 10, 2019
Tuesday Sep 10, 2019
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.
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