28: Maximize Your Charitable Giving with guest Joe Bertilson
Connecting Faith and Work
English - December 13, 2018 17:00 - 22 minutes - 20.8 MB - ★★★★★ - 4 ratingsChristianity Religion & Spirituality Business Non-Profit faith and work connecting faith and work work as worship marketplace ministry faith at work bringing faith to work Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Joe Bertilson believes God has called him to help finance the Gospel. As he has walked through life and seen opportunities to give, he has seen others blessed no matter the size of the gift.
He joined Edward Jones as a financial advisor and he takes the opportunity to help people with their finances to point them towards giving charitably in a more tax efficient and impactful way.
Joe highlights some best practicies for people as they give, as well as a variety of ways to give charitably:
Give cash or check
Give appreciated stock or an asset
Give two or more years worth of giving to a donor advised fund
Trusts
"The generous man devises generous things and by generosity he shall stand." - Isaiah 32:8
Contact Joe Bertilson via his email: [email protected]
Joe Bertilson believes God has called him to help finance the Gospel. As he has walked through life and seen opportunities to give, he has seen others blessed no matter the size of the gift.
He joined Edward Jones as a financial advisor and he takes the opportunity to help people with their finances to point them towards giving charitably in a more tax efficient and impactful way.
Joe highlights some best practicies for people as they give, as well as a variety of ways to give charitably:
Give cash or check
Give appreciated stock or an asset
Give two or more years worth of giving to a donor advised fund
Trusts
"The generous man devises generous things and by generosity he shall stand." - Isaiah 32:8
Contact Joe Bertilson via his email: [email protected]