May 13, 2024
Crafting a legacy of giving through charitable donations is fulfilling and strategic when aligned with your financial plan. This week, Andrew and Mac talk about the taxes related to charitable giving and the various donation strategies available to maximize your philanthropic impact and tax relief. From the simplicity...
May 6, 2024
Combine your generosity of spirit with your track record of smart investing to make a real difference in the world. Join Jason and Mac this week to learn innovative approaches to blending financial strategy with social change through non-traditional charitable and political giving. In this episode, we’ll discuss...