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Lisa Brown, CFP®, CIMA® Dec 9, 2019 4:16:00 PM < 1 min read

Taking Stock: Getting Involved With Charity as a Working Executive

Episode #7: Getting Involved With Charity as a Working Executive

What are some ways you can get involved in charitable giving while maintaining a busy work and home schedule? In this podcast, I talk with Harrison Miller, CAP®, Vice President, Charitable Planning Consultant at Fidelity Charitable, and Marissa Greider, Senior Director of Major and Planned Gifts at Atlanta Ronald McDonald House Charities.

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You're more than welcome to share with friends and colleagues. Please send me your comments and suggestions for future episodes, and thanks for listening.


Lisa Brown, CFP®, CIMA®

Lisa has focused her entire career in wealth management for high-net-worth families. "The most rewarding part of my job is helping our clients retire well, with confidence and security about their future."