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 118

May 28, 2020 00:40:45
Episode Cover

COVID-19 Edition #20 - Tim Sheehy - Impact on Milwaukee Businesses

Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Tim Sheehy, President of MMAC, about the current impact on Milwaukee businesses and the...

Listen

Episode

March 30, 2024 00:45:29
Episode Cover

The Future of Technology

Join Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, and Dan Burrus, FOunder & CEO of Burrus Research, for a discussion about artificial intelligence...

Listen

Episode 66

July 01, 2019 00:42:09
Episode Cover

6-29-19 - Jules Philippi - Health and Wellness

EIG Senior Wealth Advisor, Jean Range, CFP®, discusses fitness for all ages and how health affects your financial portfolio with Jules Philippi, Programming Manager...

Listen