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Month: March 2022

Charitable Giving as a Wealth Strategy

Charitable Giving as a Wealth Strategy

Posted By Lineweaver Financial Group
March 17, 2022 Category: Blog, Economy, Commentary, Finance, Portfolio

Watch Cleveland Clinic’s Associate Chairman of Philanthropy Chris McMahan and Jim Lineweaver on The Financial Quarterback! Jim and Chris discuss charitable giving strategies you can use.  They also examine the Cleveland Clinic’s impact and donor engagement around the entire globe! Financial Quarterback - Charitable Giving as a Wealth Strategy Air date

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Case studies are intended to illustrate the types of financial issues faced by actual clients. They should not be construed as a testimonial for or endorsement of Lineweaver Wealth Advisors. They do not represent the experience of any advisory client. Each client’s situation is different, and their goals may not always be achieved. Lineweaver Wealth Advisors, LLC, is not engaged in the practice of law or accounting. Tax information provided is general in nature and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax rules and regulations are subject to change at any time.
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