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 92

March 19, 2020 00:41:18
Episode Cover

3-14-20 - Phil Remmers - SECURE Act

Jean Range, CFP®, EIG Senior Wealth Advisor, and Phil Remmers, Attorney with Cramer, Multhauf & Hammes discuss the ins and outs of the SECURE...

Listen

Episode

August 21, 2022 00:44:17
Episode Cover

Behavioral Health with Jill Butterfield

Julie Ellenbecker-Lipsky, EIG President and Senior Wealth Advisor, is joined by Jill Butterfield, EIG Integrated Health Consultant, to discuss the importance of incorporating behavioral...

Listen

Episode

August 06, 2023 00:45:15
Episode Cover

Civil Discourse with Milan Kordestani

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Milan Kordestani, Author & Entrepreneur, on the importance of finding common ground to make...

Listen