You can incorporate your values and support causes through sustainable, responsible, and impact (SRI) investing. Learn about some of the roadblocks and how to break down the barriers to sustainable investing.
Join us on April 22nd at 10am 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 of 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 to secure your spot!