Coffee & Conversation
Charitable Gifting 101
In this edition of Coffee & Conversation, Dianne Nolin, CFP®, CDFA®, Managing Partner & Private Wealth Advisor, and Alyce Phinney, CDFA®, Private Wealth Advisor & Client Engagement Manager at Argent Bridge Advisors, share three impactful year-end charitable giving strategies. Discover how Qualified Charitable Distributions (QCDs), donor-advised funds, and gifting highly appreciated assets can help you make the most of your charitable contributions while optimizing your tax benefits. Perfect insights for the season of giving!
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By:
Managing Partner & Private Wealth Advisor
&
Private Wealth Advisor & Client Engagement Manager
