Webinar Replay: Aligning Your Dollars with Your Values

Summitry

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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

MORE INSIGHTS AND RESOURCES

Next up:

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