Generous families remain a positive force amid this tough year – though some have adjusted their strategies due to the CARES Act. Hear more about the year’s giving trends from Nicole Hisler, director of charitable solutions at Raymond James Trust. [Recorded 10/12/20]

Tax tweaks often affect givers’ “how” but not their “why”

Learn how to plan, invest and live smarter with the Raymond James For What It’s Worth podcast. Featuring insights from leading professionals, For What It’s Worth brings you the latest in wealth management, market commentary and engaging research. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Paige Lenssen, CFA. Whether you already work with a trusted financial advisor or currently manage your own investment plans, For What It’s Worth provides the engaging wealth management information you value as you pursue your most important goals.

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Tax tweaks often affect givers’ “how” but not their “why”

Tax tweaks often affect givers’ “how” but not their “why”