Charitable Giving

Megan Thompson will be discussing the importance of charitable giving as a strategic element of wealth management. Megan will explore tax-efficient giving options such as donor advised funds & charitable trusts and how these can help maximize both the impact of your contributions and the benefits of your financial plan. Whether you are looking to support a cause close to your heart or leave a lasting legacy,  thoughtful charitable planning can align your philanthropic goals with long-term wealth preservation.