Making an Impact: Philanthropic Strategies for Every Wallet | Ep. 315
This week, we're diving into the often-overlooked world of philanthropy with a fellow UNCG alum, Dean Castaldo. Join us as Dean shares his extensive knowledge on the many ways we can support our favorite causes, from naming beneficiaries and directing stocks to establishing donor-advised funds and trusts.
Whether you're just starting your financial journey or looking to leave a legacy, Dean's insights will illuminate a plethora of options for making impactful contributions. Get ready to discover how you can make a difference, not just now, but for generations to come.
Tune in now to unlock…
The skinny
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