The Power of Balance Sheet Philanthropy
Please join us at Cherokee Country Club on November 19 for a buffet lunch and presentation by Justin Lopez, President of 25 Giving. Justin will discuss trends in giving, the power of the asset gift, and how industry professionals can identify these sorts of opportunities.
25 Giving is a boutique service that specializes in philantrhopic and stewardship planning. Its mission is to help generous people develop proactive stewardship plans in ways that make their kindness more effective, meaningful, and profound and believes that true stewardship has two essential sides: growing wealth and giving it away meaningfully. Justin contends most financial advisors are skilled at helping clients accumulate and manage wealth, but he believes they often lack the same level of intentionality, strategy, and guidance when it comes to charitable giving.
Justin is an articulate speaker and helps planners with creative strategies to achieve an individual's goal of liquidating an asset while reducing or completely eliminating their tax bill and by increasing benefits to them, their loved ones, and non-profit organizations.
