|
3/12/2013 Learning to give effectivelyI have found that among its other benefits, giving liberates the soul of the giver. One of the founding principles of DRW Financial is that we are concerned with community involvement and charitable giving. Our society values helping others, and at DRW Financial we believe that a robust financial plan should include consideration of giving.
I am personally excited to be engaged in a graduate course focused on philanthropy in a planning context. I hope to soon earn the designation as a Chartered Advisor in Philanthropy. The CAP course is designed to grow my knowledge about effective giving strategies, and to better equip DRW Financial to facilitate donors in their quest for maximum impact. Planned giving strategies range from the simple to the complex, and could include anything from charitable distributions from an IRA, to gift annuities, to charitable remainder trusts, to simple bequests...the variety of possible solutions allows individual donors and their families to find an approach custom tailored to their own situation. Comments are closed.
|
AuthorDavid R Wattenbarger, president of DRW Financial Archives
January 2021
Categories |
RSS Feed
|
FCL LLC (“DRW Financial”) is a registered investment advisor offering advisory services in the State(s) of TN, GA, IL, OK and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by DRW Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of DRW Financial, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. |
Forms ADV, Privacy Policy, and additional disclaimers may be found here