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Year-end Charitable Giving. Things You May Not Know -- with Howard Marchbanks
Manage episode 520302937 series 3362057
Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.
- Signs of trusted charities
- Charity rating services
- Leverage what you give
- Donor-advised funds
- Giving appreciated stocks
- Matching campaigns
- Legacy and estate gifts
- Lessons from giving
Documents referred to in this podcast in downloadable PDF
100 episodes
Manage episode 520302937 series 3362057
Discussion with Howard Marchbanks, Certified Financial Planner and I talk about Year-end Charitable Giving. There are several things that you may not be aware of that could help you and a charity. Howard is also a UCG elder living in Santa Ana, California.
- Signs of trusted charities
- Charity rating services
- Leverage what you give
- Donor-advised funds
- Giving appreciated stocks
- Matching campaigns
- Legacy and estate gifts
- Lessons from giving
Documents referred to in this podcast in downloadable PDF
100 episodes
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