Charitable Giving: More Than Just a Tax Break

15/09/2022 24 min Temporada 4 Episodio 12

Listen "Charitable Giving: More Than Just a Tax Break"

Episode Synopsis

In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving.
Some topics they cover:

Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?
What are essential questions to think about when considering charitable giving?
What are the different funds/resources people can use?

As always, thank you for listening! This episode was recorded on September 13, 2022.