Learn how to make the most of year-end tax benefits and cultivate a spirit of generosity in this webinar hosted by Compass Ion, the financial advisors we trust to manage our own investments.
Compass Ion Principal, Josh Manifold, and seeJesus Development Officer, Keith Grant, discuss various topics including:
- How to give appreciated stock, funds and Exchange Traded Funds
- Understanding a Donor Advised Fund (DAF)
- General tips on what to talk to your own financial advisors about