Planning a Charitable Gift

Join Jessica Knutson, Financial Advisor with Edward Jones* to learn more about charitable giving strategies. This seminar is designed to help investors understand donor-advised funds (DAFs), and the role of a financial legacy in overall investing strategy.

This FREE talk is being offered both online and in person at the Stoughton Hospital. Online participants will receive a Zoom link and call-in phone number. Questions? Please call Taylor at (608) 873-2334.

*This class is for education purposes only and does not serve as an endorsement.