Newsletters

Newsletter Q3 2019 – Charitable Giving, Donor Advised Funds

In this issue of the newsletter, we touch on the following topics;

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  • How to get the most impact from your donations, thru tax aware gifting.
  • Creating a family legacy via a Donor Advised Fund, and ways to create an impact even before the final gifting.
  • Portfolio Commentary, current positioning, market outlook and reasoning.

Click the link to read the newsletter: Charitable Giving – Forty4 Financial 2019-3