Whether the gifts are large or small, simple or complex – this webinar covers a range of charitable giving options and how each method might be well-suited to accomplish your financial and philanthropic goals.
Anneke Niemira, JD, LLM, Managing Director and Senior Wealth Strategist at NewEdge Wealth, provided a comprehensive overview of charitable giving strategies, including gifts of cash, stocks, retirement accounts, and options through donor-advised funds (DAFs), private foundations, and charitable trusts. She also discussed the pros and cons of each, addressing factors such as income tax deductions, control, administrative simplicity, tax deferrals, and strategies for diversifying concentrated investments.
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