Facet Wealth Presents
Lunch
& Learn: Charitable Giving
Overview
There are many ways to support your favorite nonprofit—especially now—but which strategy will help you give the most while affording you potential tax benefits?
Facet co-founder Brent Weiss, CFP®, ChFC® was joined by Ellery Segebart, CFP®, for this quick half-hour session where they highlighted all of the different ways to give cash, investments, or property to charity. Watch and learn about tax benefits, timing, donor-advised funds, and how to give responsibly.
Originally aired: May 21, 2020
Hosted by: Brent Weiss, CFP®, ChFC® and Ellery Segebart, CFP®