Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
November 30, 2021
15 min
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Episode 92 · November 30, 2021
Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
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Episode 92:Smart Financial Moves on #GivingTuesday with Alexa Kane
Summary
In this special #GIVINGTUESDAY episode, Melissa Joy, CFP® and Alexa Kane, CFP® discuss ways to give back this holiday season (and throughout the year). They will address how a Donor Advised Fund can assist with appreciated stock or bundled gift strategies as well as how to take advantage of your charitable deduction and bundle gifts to get itemized deductions in periodic years. We will learn: · What is #GivingTuesday · How to teach chi...
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