Charitable Giving

November 24, 2024 • 00:47:42
Charitable Giving
Money Sense
Charitable Giving

Nov 24 2024 | 00:47:42

/

Hosted By

Karen Ellenbecker

Show Notes

Jill Economou, Director of Community Relations at EIG, sits down with Heather Deaton, EIG Wealth Advisor, to discuss strategies for tax-efficient charitable giving so the listeners gain confidence in giving plans, tax considerations and maximizing financial gifts to nonprofit organizations.

Other Episodes

Episode

April 30, 2022 • 00:42:09
Episode Cover

Disability Insurance and Injury Rehab with Nate Hornung & Diane Gastrow

Heather Deaton, CFP®, CSRIC ™, Wealth Advisor talks with Diane Gastrow, Director of Insurance Planning at EIG, and Nate Hornung, Clinic Director/Owner of Team...

Listen

Episode

July 21, 2024 • 00:44:12
Episode Cover

Energy Costs

Heather Deaton, Wealth Advisor at EIG, talks with Tom Content, Executive Director at Citizens Utility Board of WI, about the proposed WE Energy price...

Listen

Episode 28

May 21, 2019 • 00:45:03
Episode Cover

8-19-18 - Dr. Anthony DeFranco - Heart Health in Retirement

Listen