MoneySmarts – Charitable Giving

MoneySmarts – Charitable Giving

by Brandon Miller on Sep 28, 2021

Charitable Giving, Financial Planning, Retirement Planning

During this presentation Brio Founder, Brandon Miller; Brio COO, Matt Beck and Jennifer Bing, the Director of Philanthropy for the National Center for Lesbian Rights discuss the everything to do with charitable giving.

  • Philanthropy in America today
  • Establishing a legacy & new approaches to giving
  • The motivation behind charitable giving
  • The 4 major ‘options’ for charitable giving
  • Tax-benefits & special ‘vehicles’ to consider when giving

If  this recording bring any questions to mind or you would like to have a deeper discussion please email us at or call us directly at 833-623-2450.

This video is for general informational purposes and all opinions expressed therein constitute the judgment of the presenter(s) as of the date of the recording. These opinions are subject to change without notice and are not intended to provide specific advice or recommendations for any individual situation or on any specific security. The material has been gathered from sources believed to be reliable, however Brio cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source.  Brio does not provide tax or legal advice, and nothing contained in these materials should be taken as such. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital and past performance does not guarantee future returns; please seek advice from a licensed professional. Advisory services are only offered to clients or prospective clients where Brio and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Brio unless a client service agreement is in place.