Event

A Smarter Way to Give

In this educational virtual session with Julina Ogilvie, Partner at Principle Wealth Partners in Westport, discussed charitable landscape, giving today, the differences between common strategies and donor-advised funds.

If you missed this event CLICK HERE to view the session.

About this Event

Seniors on a computer

This virtual session was presented by Julina Ogilvie, Partner at Principle Wealth Partners in Westport. This presentation covered:

  • The differences between common giving strategies.
  • Increasing trends in philanthropy.
  • Tax benefits with giving and how to increase tax savings.
  • Legacy planning.

 

Independent Living