Evergreen Exchange

Charitable Giving: More Than Just a Tax Break

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In this episode of Coffee with Evergreen, Evergreen GaveKal's Senior Financial Planner & Regional Director of our Lake Oswego office, Heidi Jeromanovs CFP®, and lawyer, Aaron Frishman at Foster Garvey, discuss the importance of charitable giving.

Some topics they cover:

  1. Charitable giving is much more than just a tax break. What are some other reasons someone should consider charitable giving?
  2. What are essential questions to think about when considering charitable giving?
  3. What are the different funds/resources people can use?

    4. As always, thank you for listening! This episode was recorded on September 13, 2022.

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    Evergreen ExchangeBy Evergreen Gavekal
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