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!
There are more than one and a half million nonprofits in the U.S. and ten million worldwide. No wonder the process of deciding where you want to donate can be overwhelming! Whether you are donating for the first time, consolidating donations, or considering making a large gift: Begin by reflecting on your motivation for giving. Continue reading to learn how you can maximize the impact of your donation.
The Merriman Team enjoyed some volunteer hours in the community!
Q1 2023 Market Update from Merriman CIO, Kristi de Grys
