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In this episode, Kristina Schnuckel and Heather Deaton break down how recent changes under the OBBBA legislation are reshaping charitable giving strategies. Whether you're a seasoned donor or just beginning to explore philanthropy, they'll guide you through what's changed, what still works, and how to align your giving with your financial goals.
Karen Ellenbecker, EIG Founder and Senior Wealth Advisor, talks with Geraud Blanks, Black Lens Director with MKE Film and Heidi Moore with Froedtert Hospital...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, talks with Mike Roth, Founder of Stark Investments, about how a global pandemic impacts the financial...
Karen Ellenbecker, EIG Founder & Senior Wealth Advisor, speaks with Henry Tyson, Superintendent of St. Marcus Lutheran School, about the declining status of the...