Client Access Help Center
+1 303-690-5070

Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips
View all blog posts
Receive Periscope email

Live events

Client education including lunch and learn
View events and register

Upcoming Events

Videos

Recordings of events and short videos too
View all videos

Episode #118 - Charitable Giving

A Gratitude State of Mind

The world needs more impactful, local charitable giving, says Nathan Merrill. Giving without an expectation of anything in return, this is the subject today. And this ...act provides more benefits than many people think. We discuss the physiological effects of service, and how this helps the mind and the body. Think about how to help people within your circle, including the people you work with. You may be able to help people in ways you had never imagined. Nate and Karl discuss three ways of giving, by showing up, by delivering the high-level skills that made you wealthy, and by just plain old writing a check or using other financial tools. And what about the single people, and/or people without children? Finally, some deep thoughts about the tax deductions and how they test a person's conviction about the charities...would we give without a tax benefit?
Resources mentioned in today's podcast:
● Foundation Source
● More than Money 360
● Die with Zero
● Go Tax Free with a Charity White Paper
As always, it is good to have an expert on your side.

—
The Expert Network Team provides a free consultation.

Nathan Merrill
Legal Expert
Goodspeed, Merrill
(720) 473-7644
nmerrill@goodspeedmerrill.com
http://www.goodspeedmerrill.com

Jeff Krommendyk
Insurance Expert
One Digital Insurance Agency
(303) 730-2327
jeff.krommendyk@onedigital.com

Karl Frank
CERTIFIED FINANCIAL PLANNER™
A&I Wealth Management
(303) 690.5070
karl@assetsandincome.com

#CharitableGiving #GratitudeMindset #GiveBack #Philanthropy #FinancialPlanning #ExpertNetworkTeam #TaxDeduction #PurposeDrivenLife #DieWithZero #NathanMerrill

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
List all podcasts

White Papers

Download financial educational documents
View all whitepapers

including the Wealth and Wellbeing Album

Financial advisor careers

Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

How can we help?

Chat in-person during regular business hours or fill out the form!

Chat Now!