Adventures in Wealth Management

Charitable Giving Ideas - Talk with Chris Dolan, Senior Financial Planner from Baird


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Chris Dolan, Senior Financial Planner from Baird, on to discuss some Charitable Giving ideas.

During our conversation, we dive into

  1. Gifting Appreciated Stock
  2. Donor Advised Funds
  3. Favorite lunch spot in Seattle, Washington
...more
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Adventures in Wealth ManagementBy Thomas Kavanagh