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Charitable Giving Webinar Replay

Cypress Wealth Services

June 2023

Is giving back important to you? We realize for many people, charitable giving may be part of their financial and estate planning goals. In our webinar last week, our partners from Schwab Charitable discussed charitable giving strategies to consider. Topics include: 

-  Donor-advised funds and other charitable giving vehicles

- Learn new ways to improve your tax efficiency while increasing your giving power

- Discuss ways to create a succession plan for charitable assets, get family/friends involved in your giving, and create a legacy for your philanthropy 

You can watch the replay below.