Thank you for coming!
As I said during my opening remarks, thank you for sharing one of your most precious resources – your time. I hope the exercise of composing your unique philanthropic philosophy was enlightening, and helpful in your giving journey. Below I’ve linked to various links to continue your learning. Please don’t hesitate to reach out if I can serve as a resource moving forward.
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Resources to explore
- Websites and blogs to learn from:
- Slide deck:
- Deep dive into the tax-efficient gifting strategies we covered today:
- Exercises we did together:
- Resources to vet organizations:
- Finding an advisor:
- Book recommendations: