Video: Charitable Planning: The Spirit of Giving

Recording Date:
November 28, 2023

In the following video, Financial Planner, Chrissy Israel discusses different ways to fulfill your philanthropic goals in manor that can be beneficial to you and your finances.  She will touch on:

• Itemized deductions
• Charitable Checking accounts
• Charitable Remainder Unit Trusts
• Qualified Charitable Distributions
• and much more.

Please feel free to share this video with your family or friends who may have concerns regarding charitable donations or charitable planning.  If you have any questions or would like to discuss your options, please contact our office.

Presentation Speaker:

Chrissy Israel
Financial Planner