Giving With Purpose & Passion: Making the Most of Your Charitable Giving

Would you like to learn how to better align your time, talents, and treasure with your philanthropic goals? Are you hoping to have a greater impact with your philanthropy but aren’t sure how to go about doing so? Do you know the various investment vehicles that can be utilized to maximize strategic tax planning surrounding your charitable efforts?

Amy Holdsman has the experience and knowledge to help you identify where and how they can have the most impact and develop a plan of action for purposeful engagement.

Important Disclosure: This recording is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. The information has been obtained from sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. All investments involve risks, including the loss of principal. An investor should consult with their financial professional(s) before making any investment decisions.