Q4 Quarterly Conversations: Strategic Giving - Tailoring Charitable Solutions to Your Client's Goals

 As end of year approaches, many families are thinking about ways they can give back. UHNW families have a broad menu of charitable vehicles to choose from to make a greater impact.

In our last Quarterly Conversations webinar of the year, Heather Larson, founder of LiveGive philanthropic consultancy is joined by panelists Todd Eckler, President of Fiduciary Trust Charitable and Julia Reed, National Director of Schwab Charitable Consulting. 

This panel will discuss the various options available and how advisors leverage these opportunities to maximize tax benefits and impact through charitable giving in 2024. 

This webinar will include live q&a. The session will be recorded and available in the member portal.

Heather Larson		Todd Eckler		Julia Reed
Founder Live Give Group		President Fiduciary Trust Charitable		National Director Schwab Charitable

Member only webinar. Registration subject to approval. 

Please register here