13. End-of-Year Giving Strategies with a Professional Advisor

from First You Talk · host Nicole Donelson and David Torre

Send us Fan MailJoin us on this episode focusing on end-of-year giving strategies! Nicole Donelson and special guest David Torre, Director of Wealth Planning at Seacoast Wealth Management, dive into the world of end-of-year giving as David shares his extensive experience in wealth planning, estate management, and charitable giving. Discover the nuances of charitable gift planning, the importance of aligning assets with giving vehicles, and inspiration for creative solutions for your clients.Whether you're a professional advisor or a client, this episode offers valuable insights to elevate your giving strategy.Please note: The opinions and views expressed in this episode are those of the guests and do not necessarily reflect or represent those of any associated company. The content on this episode should not be considered legal or tax advice.Visit the First You Talk website.Visit Central Florida Foundation's Instagram.As our region’s community foundation, Central Florida Foundation serves as a launchpad for high-impact philanthropy. Championing the collective power of head, heart and dollar, we coordinate the commitment and investment of philanthropists, nonprofits, and community partners to target today’s most critical challenges and those on the horizon to truly transform our community. The Foundation also offers expert giving advice, a personalized approach to managing charitable funds, and the capacity to convene collaboration across sectors. Learn more at cffound.org.

Episode metadata supplied by the publisher feed · Published Dec 4, 2024

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13. End-of-Year Giving Strategies with a Professional Advisor

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