Jan. 21, 2022

A Smarter Way to Give

A Smarter Way to Give

In A Smarter Way to Give, Julina and her colleague, Theresa Donatelli discuss  more efficient ways to give. They highlight the advantages of utilizing a Donor Advised Fund and Qualified Charitable Donation.  

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Connect with Julina Ogilvie:

Website- principlewealthpartners.com/team

Email- jogilvie@principlewealthpartners.com

Facebook- https://www.facebook.com/principlewealthpartners

LinkedIn- @julinaogilvie