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charitable planning
Explore " charitable planning" with insightful episodes like "Are You Making the Most of Charitable Planning?", "Giving Effectively: Incorporating Charitable Planning into Your Financial Strategy", "Charitable Gifts of Remainder Interests in Homes and Farms", "Valuing Charitable Gifts of Property: How Much Deduction?" and "Why Financial Planners Should Study Charitable Planning" from podcasts like ""CalCurrent presented by Snell & Wilmer", "Giving With Impact", "EncourageGenerosity.com", "EncourageGenerosity.com" and "EncourageGenerosity.com"" and more!
Episodes (5)
Giving Effectively: Incorporating Charitable Planning into Your Financial Strategy
Moderator: Michael Gordon Voss, publisher of Stanford Social Innovation Review
Guests:
- Stasia Washington, Managing Director at First Foundation Advisors.
- Shawn Jensen, Senior Manager, Relationship Management, Schwab Charitable
After you listen
- Read more about creating your charitable legacy.
- Learn more about tax-smart giving options.
- Download our Giving Guide where you will discover information, resources, and activities to help you maximize your charitable giving.
First Foundation offers giving programs aligned with their clients’ values, helping them implement a thoughtful giving program that leaves a long-lasting legacy.