Charity Starts at Home: Planning Strategies for Charitable Clients



Join our charitable specialist for this timely webinar presentation

As we head into the end of the year, charitable giving becomes an important topic of discussion. Join our webinar to learn more about Raymond James Charitable and giving strategies including the fastest-growing charitable giving vehicle, the donor advised fund.1

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1Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a donor advised fund for federal and state tax purposes. To learn more about the potential risks and benefits of donor advised funds, please contact us.

 

Meet the presenter
Cole Corliss
Corliss Taylor, J.D., MBA, CTFA
Trust Consultant, Charitable Specialist