A Conversation About Charitable and Family Gifting with David Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®

Don't make a charitable gift simply to get a tax deduction; make a charitable gift because it aligns with your goals. 

In this episode, Dave Nienaber, MBA, CPA, CFP®, CEPA, and Joe Patterson CFP®, discuss two primary ways of transferring your wealth: charitable and family gifting. They also share what you should consider when giving based on your unique circumstances and goals; and that may not be what your friends are doing!

Dave and Joe share more about:

• What to consider before gifting to charities or family
• Why you should start with your goals, not tactics for your giving
• Donor advised funds and other tools to support your charitable efforts
• And more

Connect With Joe Patterson and David Nienaber:

• info@fosterandmotley.com 
• 513-561-6640
• Foster & Motley
• Joe Patterson
• David Nienaber
• LinkedIn: Joe Patterson
• LinkedIn: David Nienaber
• LinkedIn: Foster & Motley