Charitable Giving

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

Nov 24 2024 | 00:47:42

/

Hosted By

Karen Ellenbecker Julie Ellenbecker - Lipsky

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

November 12, 2022 00:45:18
Episode Cover

Market Discussion with Jackie Rondini

Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, is joined by Jackie Rondini, CFP, Senior Consultant with Fiducient Advisors, to discuss the current market...

Listen

Episode 137

September 17, 2020 00:45:34
Episode Cover

9-12-20 - Tim Stenger - Art Appraisal

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, is joined by Tim Stenger, Partner and Senior Appraiser with Stenger Bischoff to discuss art collections,...

Listen

Episode

November 27, 2022 00:42:18
Episode Cover

Stress Management & Gut Health with Jill Butterfield

Heather Deaton, EIG Wealth Advisor, is joined by Jill Butterfield, Licensed Psychotherapist and Certified in Nutrition for Mental Health, to discuss the importance of...

Listen