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EBN: Charitable Giving: Deciding What, Where, and How


"Giving Tuesday" is approaching. As year-end approaches, you're getting dozens of donation requests. You want to support good causes, yet the options and considerations can be overwhelming. How much to give, and when? How to verify charities and identify the right causes for you? What - in addition to money - can you give? And how can you communicate your values and preferred charities to others who may want to give in your name?

This program will offer guidance on how to make wise charitable giving decisions as the year ends.



PRESENTERS


Darcy Brownell is a non-profit executive who leads organizations through periods of significant growth and change. Darcy is skilled in helping organizations develop and operationalize strategy, ensure strong financial management, and build high performing teams. Prior to joining Next Level Social Impact, Darcy was Executive Director of Social Venture Partners Boston and previously served as Executive Director, and Chief Operating Officer of Read to a Child and its predecessor organization, Everybody Wins. Darcy has an Ed. M. from the Harvard Graduate School of Education and a B.A. in Mathematics from Dartmouth College.

Glenn Frank, MBA, MST, is a financial advisor and Director of Education at Lexington Wealth Management. He founded the Graduate Program in Financial Planning at Bentley University and is author of Your Encore: Balancing time, Money and Joy.Glenn was named Planner of the Year in 2019 by the Massachusetts Financial Planning Association. He has a Master's Degree in Taxation.



Steve Lewis, MBA, CPA, is a former CFO and finance executive for numerous businesses. He volunteers with VITA to complete federal and state tax returns for low-income older adults. In addition, Steve is a trained SHINE Counselor, providing expert assistance to people about Medicare and health Insurance coverage. 



When:
Wednesday, November 16, 2022, 10:00 AM until 11:00 AM
Videoconference information will be provided in an email once registration is complete.
Additional Info:
Event Contact(s):
Kendra Mrozek
Category:
Virtual event offered by EBN
Registration is required
Payment In Full In Advance Only
No Fee