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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.  

 

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The information on this website is provided as information only and should not be considered investment, tax or legal advice or a recommendation to buy or sell any type of investments. Advisory services are only offered to clients or prospective clients where our firm and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by our firm unless a client service agreement is in place.

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Investment advisory services are offered through Cypress Wealth Services, an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or training. Securities are offered through M.S. Howells & Co., a registered broker/dealer, and Member FINRA/SIPC. The entities listed are not affiliated and neither offer legal or tax advice. Registered Representatives of named entities may only conduct business with residents of the states and jurisdictions in which they are properly registered.

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