Charitable giving is one of our favorite financial topics; during this time of year, it seems to be on people's minds more.
Many of our clients here at Summit Wealth Group are charitably inclined, as evidenced by the spike in requests we see annually, to redeem investments toward the end of each calendar year so that they can give to their church or other favorite charity.
The problem is most people don't know that instead of simply writing a check to a charity, there may be more tax-advantageous ways to give, which preserves more of the donor's wealth which, in turn, could be used down the road for additional philanthropic causes. Listen to hear Dave Noland and Stephanie Brinkman discuss some tax advantageous ways you can give.
Hosts:
Dave Noland, CFP®, CRPSTM | Financial Advisor
Dave's career in the Financial Services industry began in 2000, working part-time at a large national commercial bank while pursuing his degree in Finance from Arizona State University. Upon graduation in 2002, Dave took a position with a credit union with a more client-focused approach than the big bank he'd previously worked for.
In the summer of 2011, after holding various branch-level positions with the credit union ranging from Personal Banker to Branch Manager, Dave decided it was time to pursue his true professional passion: financial planning. He left the banking world and joined the investment industry as a broker for a large wirehouse firm. Within a few years, he'd completed all requirements to obtain the CFP® certification and moved into an advisory position with the same firm. Dave has been blessed with the privilege of managing his client portfolios since early 2016, first with the large wirehouse firm and, more recently, with Summit Wealth Group. Dave was impressed with how Summit treated clients and staff like family and not like faceless names or numbers.
With Summit, Dave partners with his clients to pursue their dreams by getting to know and understand their needs, wants, and wishes, along with the concerns and fears that may keep them up at night. With this knowledge, Dave can craft a tailored plan designed to give them the confidence to successfully realize their goals. He feels most fulfilled in his work as he sees these dreams become a reality over time.
Stephanie Brinkman | Marketing Administrator
Stephanie Brinkman joined Summit Wealth Group as the Marketing Administrator in February 2021. She has a Bachelor of Science in Marketing with a minor in Graphic Design from Southwest Minnesota State University in Marshall, MN.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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