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Creating my Philanthropic Plan

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Lexington Wealth Management

12 Waltham st

Lexington, MA 02421

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We are very excited to have Stephanie Diamond, the Managing Director for Charitable Planning Strategies at Charles Schwab, back again to host, Creating my Philanthropic Plan. Stephanie will explain how to start planning for philanthropic giving and how to find the right charitable giving vehicle that is best for you. She has used her expertise to guide her clients, families and their wealth advisors in maximizing the impact of charitable giving. She helps clients define charitable giving goals, contribute assets tax-efficiently, review different giving vehicle options and construct charitable gifts with intention.

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Lexington Wealth Management

12 Waltham st

Lexington, MA 02421

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