If you want to donate to a charitable organization, it’s important to know your options.
In this episode, Iván Watanabe is joined by Jen Mayo, the director of gift planning and advisor relations at Essex County Community Foundation (ECCF). Jen explains how with a donor-advised fund, you can give more to your charity of choice while revealing how to donate before, during, and after retirement through effective tax planning.
How Essex County contributes to charitable giving
Ways the foundation promotes equity within the community
Why community foundations are essential for financial donations
How donor-advised funds increase the value of donations while reducing stress over decision making
Where charitable giving fits within retirement planning and IRA minimum distribution
As Essex County Community Foundation’s assistant director of gift planning and advisor relations, Jennifer Mayo focuses on building strong relationships with area professional advisors, who play a key role in expanding support for the region’s nonprofit organizations and collaborative efforts to tackle systemic social challenges. She also provides charitable gift planning and support to Essex County donors as they make decisions about their philanthropic giving and consider a donor-advised fund with ECCF.
You could read every article and mommy blog and still remain unprepared for the experience of parenthood.
Who better to hear from on the topic of financial planning and children than financial advisors who have kids?
In this episode, Iván Watanabe and George Papanicolaou recount their personal experiences with fatherhood, diving into the difference between expectation and reality. They reveal personal changes in routine and expenses while also sharing the realizations brought by parenthood.
George and Iván discuss:
The impact of information on new parents
Reasons you should build cashflow early on
The importance of accepting a lack of control
How basic baby necessities can be considered luxury items
George Papanicolaou has a very unique background and work history. Broad, diverse, and driven by integrity and strong family values, his experiences create the perfect foundation for teaming up with clients to protect, build, and enjoy their financial world.
George puts a strong emphasis on family. His parents and grandparents ran a very successful flower business with several locations in Westchester County, in addition to owning and managing commercial and residential real estate. From a young age, George was taught that compassion, good customer service, and a strong work ethic were key components to the longevity of a business.