Let’s hope we all strive to make generosity a priority throughout the year. But for many people, giving takes on a special magnitude during the holidays and as the tax year comes to a close.
We’re also thrilled to share that we’ve helped facilitate over $1 Million in strategic charitable giving by our clients during 2023, as they have supported various charities and causes across the U.S.
Be sure to listen as Financial Harvest Wealth Advisor founder and CEO David Witter shares strategies for charitable giving. You’ll come to understand why we say, “Friends don’t let friends give cash to charity.”
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