CHARITABLE GIFTING

HELPFUL PLANNING VIDEOS

We’re here with resources for the most talked about financial planning topics. Click a video below to check out recent The Converse Team helpful planning videos.

The Power of Giving: Charitable Giving & Donor Advised Funds

Learn a clear understanding of how Donor-Advised Funds (DAFs) work, including their advantages over traditional private foundations.

What is a Legacy of a Donor Advised Fund?

Mike Converse explains donor-advised funds, covering management after death and ensuring charitable giving continues seamlessly.

Gifting of Appreciated Assets

Mike Converse explains donor-advised funds, tax deductions, and the benefits of donating appreciated stock to maximize giving and tax saving

Charitable Giving - Like a Boss

Mike Converse explains donor-advised funds, their tax benefits, and how they simplify charitable giving for maximum impact.

WE ARE HERE FOR YOU

If you are looking for an independent, trustworthy financial advisor, look no further than The Converse Team. Call us today to speak with an advisor. We’d be happy to set up a time to talk and send you on the right path to achieving your goals.