Charitable Giving – Philanthropy and Taxes

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Charitable Giving – Philanthropy and Taxes

Join us for this month’s educational presentation on how to give in a tax-effective fashion. We’ll start by having guest speaker, Stacey Guadnola, CAP® from the Greater Tacoma Community Foundation share best practices in developing your family’s charitable giving mission statement. From there, we’ll dive into all the different charitable giving vehicles that can be used to fulfill your goals, including Donor Advised Funds, donations using highly appreciated stock, Qualified Charitable Distributions, and more!  Register today!  

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The Scary Thing About Getting Married…

The Scary Thing About Getting Married…

In the spirit of Halloween, I want to share something I did earlier this year that scared the candy corn out of me, something that made my stomach flip like stepping off a cliff ledge…I got married. Jokes aside, after the streamers come down and the wedding party goes home, you and your partner are officially married. I distinctly remember thinking to myself, “Ok, now what?” It turns out I wasn’t alone in asking this question.

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