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Explore valuable perspectives from our team, featuring articles by Dianne Nolin CFP®, CDFA® Cecile Hult CFP®, CDFA® Eric Ashburn CFP®, CEPA®, CDFA®, CeFT® Joe Gallemore CIMA® CExP™ Jamie S. Blum CPA, CDFA® Alyce Phinney CDFA® Emily Pelletier CGSP® Rasha Bitar CFF®, CGSP® Sierra Lawrence CGSP®  Brett Colbert Maggie Shipley Kayla Hufker

Coffee & Conversation: Charitable Gifting 101

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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Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Advisory Services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory.

 

By:

Dianne Nolin, CFP®, CDFA®,

Managing Partner & Private Wealth Advisor

&

Alyce Phinney, CDFA®,

Private Wealth Advisor & Client Engagement Manager

 

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Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth and Osaic Advisory are separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth and Osaic Advisory. 

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