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Webinar Replay: Aligning Your Dollars with Your Values
Summitry
Aug 13, 2020
Your contributions are more than a transaction or a tax deduction. They are a reflection of who you are and what you care about.
In this 1-hour webinar, we’ll share tips on how to:
- identify charities and organizations that align with your values
- define a strategy that optimizes your contributions
- involve children in your charitable giving
- determine what role charitable giving plays in your overall financial plan
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Let's talk
Schedule a talk with one of our advisors to learn more about Summitry and how we can help you chart a path for your financial future.
Cynthia Duncan
Senior Financial Advisor
