Artwork

Inhalt bereitgestellt von Melissa Joy, CFP® and Melissa Joy. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Melissa Joy, CFP® and Melissa Joy oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.
Player FM - Podcast-App
Gehen Sie mit der App Player FM offline!

Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling

27:49
 
Teilen
 

Manage episode 410195471 series 3390556
Inhalt bereitgestellt von Melissa Joy, CFP® and Melissa Joy. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Melissa Joy, CFP® and Melissa Joy oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Melissa Joy is joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving.

Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking conversation, you’ll discover how to maximize your philanthropic impact, whether you’re giving millions or just starting your charitable journey.

Listen and Learn:

  • How to make your charitable donations more strategic and impactful
  • The benefits of giving during your lifetime vs. leaving a philanthropic legacy
  • Tips for maximizing tax advantages when making charitable contributions

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Kapitel

1. Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling (00:00:00)

2. Philanthropy and Strategic Giving (00:00:01)

3. Impact and Recognition in Philanthropy (00:13:17)

4. Supporting Women's Money Wisdom Podcast (00:27:14)

240 Episoden

Artwork
iconTeilen
 
Manage episode 410195471 series 3390556
Inhalt bereitgestellt von Melissa Joy, CFP® and Melissa Joy. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von Melissa Joy, CFP® and Melissa Joy oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

Melissa Joy is joined by philanthropist Aly Sterling, President and Founder of Aly Sterling Philanthropy, to discuss the transformative power of philanthropic giving.

Aly shares powerful insights from her experience in facilitating major gifts while offering guidance on how to make your charitable donations more strategic. In this thought-provoking conversation, you’ll discover how to maximize your philanthropic impact, whether you’re giving millions or just starting your charitable journey.

Listen and Learn:

  • How to make your charitable donations more strategic and impactful
  • The benefits of giving during your lifetime vs. leaving a philanthropic legacy
  • Tips for maximizing tax advantages when making charitable contributions

Resources:

Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results

The previous presentation by PEARL PLANNING was intended for general information purposes only. No portion of the presentation serves as the receipt of, or as a substitute for, personalized investment advice from PEARL PLANNING or any other investment professional of your choosing. Different types of investments involve varying degrees of risk, and it should not be assumed that future performance of any specific investment or investment strategy, or any non-investment related or planning services, discussion or content, will be profitable, be suitable for your portfolio or individual situation, or prove successful. Neither PEARL PLANNING’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. PEARL PLANNING is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. No portion of the video content should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if PEARL PLANNING is engaged, or continues to be engaged, to provide investment advisory services. A copy of PEARL PLANNING’s current written disclosure Brochure discussing our advisory services and fees is available upon request or at https://stephenPearl Planning.com/

  continue reading

Kapitel

1. Episode 213: How To Be More Strategic With Charitable Giving with Aly Sterling (00:00:00)

2. Philanthropy and Strategic Giving (00:00:01)

3. Impact and Recognition in Philanthropy (00:13:17)

4. Supporting Women's Money Wisdom Podcast (00:27:14)

240 Episoden

Alle afleveringen

×
 
Loading …

Willkommen auf Player FM!

Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.

 

Kurzanleitung