Maximizing the impact of your charitable giving Conversations on Wealth

In our latest episode of Conversations on Wealth, host Sarah Widmeyer, SVP, Head of Wealth Strategies talks philanthropy and the importance of strategic giving with Sylvia Azoulay, VP, Tax & Estate Planning.

We talk about:
- Getting started on a personal or family giving strategy
- How donating a life insurance policy works
-The difference between donor advised funds and private foundations