Optimizing Your Charitable Contributions Without The Stress with Jen Mayo episode artwork

EPISODE · Sep 12, 2022 · 26 MIN

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

from WealthStyle Podcast

If you want to donate to a charitable organization, it’s important to know your options. In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice while revealing how to donate before, during, and after retirement through effective tax planning. Jen discusses: How Essex County contributes to charitable giving  Ways the foundation promotes equity within the community Why community foundations are essential for financial donations  How donor-advised funds increase the value of donations while reducing stress over decision making Where charitable giving fits within retirement planning and IRA minimum distribution  And more! Connect with Jen Mayo LinkedIn: Jennifer Mayo Essex County Community Foundation (ECCF) Connect with Iván Watanabe: Opus Private Client, LLC  LinkedIn: Iván Watanabe About Our Guest: As Essex County Community Foundation’s assistant director of gift planning and advisor relations, Jennifer Mayo focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor-advised fund with ECCF.

Episode metadata supplied by the publisher feed · Published Sep 12, 2022

Embed this episode

NOW PLAYING

Optimizing Your Charitable Contributions Without The Stress with Jen Mayo

0:00 26:22

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of WealthStyle Podcast?

This episode is 26 minutes long.

When was this WealthStyle Podcast episode published?

This episode was published on September 12, 2022.

Can I download this WealthStyle Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!