Episode #2
Thought Leader: Nicole Hisler, Charitable Giving
02.28.2024
This episode features Nicole Hisler, Director of Charitable Solutions at Raymond James Trust. If charitable giving is part of your financial plan, either now or in the future, this is a podcast filled with vast knowledge for your giving strategies. Nicole shares valuable strategies to consider when supporting causes you care about while also creating your legacy and passing on your values to the next generation. To learn more about charitable giving, reach out to the Capital Edge Wealth Advisor of Raymond James team.
Any opinions are those of Tim Montfort and not necessarily those of Raymond James. The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not a statement of all available data necessary for making an investment decision, and it does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. You should discuss any tax or legal matters with the appropriate professional.
