Back to Charitable Giving Insights What the SECURE Act Means for Qualified Charitable Distributions Michelle Soto October 12, 2020
Meet The Author Michelle Soto Partner Michelle is a Partner based in the Silicon Valley office. She provides investment advice, portfolio design, and financial planning advice to both private and institutional... Learn More
Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…
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Charitable Giving A Guide to Charitable Gifting OptionsDiscover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…