Almost every high-net-worth investor wants to make a difference through philanthropy., but far too few know how to maximize the impact of their generosity. Greg Weimer, on of Confluence's founders and Wealth Manager, leads a conversation with Kate McKenzie, Senior Development Officer at The Pittsburgh Foundation, on the many benefits of charitable giving. Together, they examine how strategic philanthropy can help high-net-worth families to clarify their goals, pass values along to their children and grandchildren, and create a legacy that lasts for generations. You’ll discover how talking to your financial advisor about including philanthropy in your financial plan cannot only help you maximize your legacy, but may also provide tax advantages to support your estate planning objectives.Guest Speaker:Kate McKenzieThis session was recorded on June 3, 2019.The views and opinions expressed herein are as of the date of its recording. The information may not be current and Confluence has no obligation to provide any updates or changes. There is no guarantee that any statements, opinions or forecasts provided in this podcast will prove to be correct.This podcast is provided by Confluence for informational purposes only. The information contained herein does not constitute a recommendation to buy, sell or hold any securities and should not be construed as an offer to sell, or a solicitation of an offer to buy any securities. Confluence is not providing any financial, economic, legal, accounting, or tax advice in this podcast. In addition, the receipt of this podcast by any listener is not to be taken as constituting the giving of investment advice by Confluence.Any opinions in the podcast are those of Confluence Financial Partners and/or any guest speakers. Expressions of opinion are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investments and strategies mentioned may not be suitable for all investors. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Confluence Financial Partners and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us. Confluence Financial Partners is not affiliated with and does not endorse the services of The Pittsburgh Foundation.

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