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August 3, 2018- FFN@N (Creative Ways to Charitably Give)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic August's First Friday Networking at Noon event covered the topic of creative ways to charitably give. Bobby McDonald from the South Carolina Christian Foundation spoke about Donor Advised Funds (DAFs), pooling them into a foundation, and ways to creatively give throughout your lifetime. He talked about the concept of "proactively giving" and how we […]

March 1, 2019- FFN@N (Charitable Giving in Retirement)

Intelligent Investing Office 33 Market Point Drive, Greenville, SC, United States

Topic On March 1st, Brandon Davis, the Executive Operations Director for NCF Carolinas, an affiliate of the National Christian Foundation presented at the Intelligent Investing First Friday Networking at Noon event. Brandon discussed charitable giving as part of a financial plan, and explained the function of donor-advised funds. He also spoke on complex giving strategies […]

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