Charitable Giving Made Easy: Tax-Saving Strategies for the Season of Generosity

RUNTIME: 41:00

Do you want to understand the best ways to support the causes closest to your heart while being tax efficient? In this charitable giving webinar, host and Senior Wealth Advisor Jim Davis, CFP®, walks us through ways to help you navigate your philanthropic goals before the holiday season. Jim shares essential insights on how to align your charitable giving with smart tax-saving strategies, including Qualified Charitable Distributions (QCDs) and donor-advised funds.

Webinar Speakers:

Jim Davis, CFP®

Senior Wealth Advisor
Jim Davis, CFP®, joined Aspen as a Senior Wealth Advisor in 2021. In this role, he provides comprehensive financial planning and develops strategies for clients that address their financial, investment, insurance, tax, and estate planning needs, with particular expertise in serving the unique challenges of small business owners.

Ella Radberg

Financial Planning Associate
Ella Radberg is a financial planning associate for Aspen Wealth Management, fulfilling a critical strategic support role in our client management process.

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