27 Jul Planned Giving: Charitable Giving in Up and Down Markets

Grab a cup of coffee and settle in for “Charitable Giving in Up and Down Markets,” a brief, informative podcast hosted by Atlanta RMHC Legacy Advisor Lisa Brown, CFP®, CIMA® and her colleague Chase Mouchet, CFP®, CIMA® of Brightworth,  an Atlanta-based wealth management firm dedicated to helping individuals and families build, preserve, and be generous with their wealth.

In under 30 minutes, Lisa and Chase will share insights around giving stocks to charity, donor advised funds, 2020 tax laws relating to charitable giving, and some strategies they’ve seen work well with their own clients.

We appreciate your support for Atlanta RMHC and hope you find this helpful.