There are more ways to donate to charity than just writing a check. Jason Farris offers a few tax-efficient options on how to donate to your charity.
Posts Tagged: philanthropy
Chris Olsgard, CFP® talks about the power of philanthropy has had on him professionally and personally.
Waller Financial’s advisor, Jason Farris, earns Chartered Advisor in Philanthropy designation.
Dynasty Trust planning is designed to minimize the amount of taxes paid, predominantly estate, gift and generation-skipping taxes.
Every year our firm celebrates Make a Difference day. We volunteer at a local organization so we can give back to our community.