Club Meeting: Philanthropic Giving Strategies
04 Oct 2022 |
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Evanston Lighthouse
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Making your philanthropy intentional while maximizing your giving and potentially lowering taxes.
In 1995, Michael Merdinger joined the Financial Planning field, after many years at both the Chicago Board of Trade and the Chicago Mercantile Exchange, working as a Senior Vice President of Risk Management for Primary Securities Dealers both Domestic and International. As a Lead Advisor and Partner with over twenty-five years of experience, it gives me great satisfaction working directly with families in helping them achieve their objectives as well as seeing the direct benefits of our work together. I have been directly involved in designing and implementing strategies with clients and organizations that has resulted in over Fifty Million dollar gifts.
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