Episode 12: Want to Make an Impact with Charitable Giving? It’s Easier than You Think

Money Conscious with Sasha Millstone

Hi all,

As the holiday season approaches and the end of the tax year nears, it’s the time to make charitable giving decisions for the year. I know this can lead to many questions. What are your giving goals? When should you give – is it better to do it now or wait? And the question donors ask more than any other, where should you direct your donations?

In Money Conscious Episode 12: Want to Make an Impact with Charitable Giving? It’s Easier than You Think, I’m excited to explore answers to these questions and more with my guest Nicole Hisler, the Senior Vice President and Director of Charitable Solutions at Raymond James Trust. Join us for this lively episode to learn more about trends and developments in charitable giving, some of which may surprise you. Nicole and I also share the many smart ways you can approach charitable giving today and how easy it’s become to do so. We highlight the fast-growing area of donor advised funds, because we think more of you may choose to participate if you know a little bit more about them. Among the many advantages, a donor advised fund (DAF) is extremely easy to set up, provides an immediate tax deduction, and allows you to donate to your favorite charities at the timing of your choice. Many people tell me they love having a special account that is designated just for charitable purposes – and we talk about why.

This episode is especially timely since December 16 is the deadline to submit contribution of cash or securities held at Raymond James to a donor advised fund account. This deadline is for new account applications and all contributions. Please enjoy the episode and if you are interested in discussing this further, and possibly setting up an account, contact me and I’ll answer your questions and help you get started.

How to Listen and Subscribe. Please click your favorite link here to listen to the latest episode of Money Conscious on Apple, Spotify, Google, or navigate to wherever you get your podcasts. Please subscribe so you get access to new episodes as soon as they’re released. And if you have any questions about how to access links, listen, subscribe, and/or review, please email me and we’ll help you.

Happy listening!
Sacha

This website (www.millstoneevans.com) (this “Website”) is owned and operated by The Millstone Evans Group, LLC (“The Millstone Evans Group”). The Millstone Evans Group offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. Neither Millstone Evans Group’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if the Millstone Evans Group is engaged, or continues to be engaged, to provide investment advisory services. The information contained herein reflects the opinions and projections of The Millstone Evans Group as of the date hereof, which are subject to change without notice at any time. The Millstone Evans Group does not represent that any opinion or projection will be realized. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results Click on the Key Disclosures tab at millstoneevansgroup.com to review important information.