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Charitable Giving: More Than Just a Tax Break
Manage episode 341298723 series 2905641
In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving.
Some topics they cover:
- Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?
- What are essential questions to think about when considering charitable giving?
- What are the different funds/resources people can use?
As always, thank you for listening! This episode was recorded on September 13, 2022.
74 episodi
Manage episode 341298723 series 2905641
In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving.
Some topics they cover:
- Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?
- What are essential questions to think about when considering charitable giving?
- What are the different funds/resources people can use?
As always, thank you for listening! This episode was recorded on September 13, 2022.
74 episodi
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