Tag: donating publicly traded securities

Talking to your financial advisor about your charitable giving
How To | November 23, 2020

Talking to your financial advisor about your charitable giving

Mike Todd
Director, Charitable Investment Programs
Provide tax-effective solutions for your clients
Impact Strategies | September 21, 2018

Provide tax-effective solutions for your clients

Mike Todd
Director, Charitable Investment Programs
Reducing taxes with a donor-advised fund
Impact Strategies | March 1, 2018

Reducing taxes with a donor-advised fund

Mike Todd
Director, Charitable Investment Programs

Recent Posts