Description

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?

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