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Charitable Giving and Your Portfolio
November 14, 2023 @ 10:00 am - 11:00 am
Speaker: Bill Hewitt, Enterprise Account Executive
Discover the power of Donor Advised Funds and how they can help you save on taxes while supporting your favorite charities.
Join us for an enlightening webinar on 11/14 at 10 am EST, hosted by Elevate Wealth Advisory, featuring guest speaker Bill Hewitt from TIFIN Wealth.
- Tax-free growth: Watch your contributions grow tax-free, ensuring more support for your favorite charities.
- Unlock new tax-friendly assets: Learn how to donate appreciated assets without facing capital gains taxes, allowing you to give more to charitable causes.
Don’t miss this opportunity to elevate your financial strategy while making a positive impact!
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About the speaker
William (Bill) Hewitt is an Enterprise Account Executive at TIFIN, an AI and innovation platform delivering personalized next-gen solutions for advisors, wealth managers, and intermediaries, to lead their TIFIN Give sales effort.
Founded by Dr. Vinay Nair, a former Wharton Professor and successful entrepreneur, TIFIN seeks to build engaging experiences through powerful AI and investment-driven personalization. They leverage the combined power of investment intelligence, data science, and technology to make investing a more engaging experience and a powerful driver of financial wellbeing.
Backed by industry leaders including JP Morgan, Morningstar, Broadridge, Hamilton Lane, Franklin Templeton, Motive Partners and a who’s who of the financial service industry, TIFIN is creating engaging AI-driven platforms and changing the world of wealth and family philanthropy by delivering better wealth outcomes.