Merriman Webinar Charitable Giving: Philanthropy and Taxes

Join us for this 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!

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Webinar Hosted By: Geoff Curran, Wealth Advisor CPA/ABV, CFA®, CFP®

Geoff has always enjoyed talking with people about finance, learning about their investments, financial strategy, and business sense. His interest only deepened with time, and what began as a hobby has now become a life-long passion, with an unparalleled passion for continuing education that makes him an expert in many subjects from traditional taxes and investments to business succession planning and executive compensation negotiations.