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Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling

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Manage episode 410195471 series 3390556
Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Melissa Joy is joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving.

Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking conversation, you’ll discover how to maximize your philanthropic impact, whether you’re giving millions or just starting your charitable journey.

Listen and Learn:

  • How to make your charitable donations more strategic and impactful
  • The benefits of giving during your lifetime vs. leaving a philanthropic legacy
  • Tips for maximizing tax advantages when making charitable contributions

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Hoofdstukken

1. Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling (00:00:00)

2. Philanthropy and Strategic Giving (00:00:01)

3. Impact and Recognition in Philanthropy (00:13:17)

4. Supporting Women's Money Wisdom Podcast (00:27:14)

233 afleveringen

Artwork
iconDelen
 
Manage episode 410195471 series 3390556
Inhoud geleverd door Melissa Joy, CFP® and Melissa Joy. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Melissa Joy, CFP® and Melissa Joy of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

Melissa Joy is joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving.

Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking conversation, you’ll discover how to maximize your philanthropic impact, whether you’re giving millions or just starting your charitable journey.

Listen and Learn:

  • How to make your charitable donations more strategic and impactful
  • The benefits of giving during your lifetime vs. leaving a philanthropic legacy
  • Tips for maximizing tax advantages when making charitable contributions

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matters with the appropriate professional.

  continue reading

Hoofdstukken

1. Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling (00:00:00)

2. Philanthropy and Strategic Giving (00:00:01)

3. Impact and Recognition in Philanthropy (00:13:17)

4. Supporting Women's Money Wisdom Podcast (00:27:14)

233 afleveringen

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