Giving for Good - Charitable Strategies for Investors at Any Stage

Philanthropy and financial growth don’t have to be separate goals. In fact, the most impactful giving comes from thoughtful planning – especially when your investments are part of the conversation.

Join us for a practical, down-to-earth conversation with financial advisor Bruce Lear with Five Points Financial Services, to learn how you can use your investment portfolio and other assets to support the causes you care about – while potentially gaining tax advantages and strengthening your overall financial strategy.
This session will help you:

• Understand how to give appreciated assets like stocks or mutual funds
• Learn about donor-advised funds and how they work
• Explore the tax benefits of strategic charitable planning
• Build giving into your long-term investment strategy.