In this presentation on charitable giving, seasoned financial planner Ari Weisbard explores how you can align your financial lives with your values, focusing on making a plan for impactful charitable contributions. Ari will discuss five essential principles: understanding the importance of charitable giving, identifying tax-efficient strategies, leveraging donor-advised funds, exploring the impact of multi-generational giving, and discovering how to structure your giving to create lasting change. Developing your own deep […]