Giving Well: Making the Most of Year-End Giving


Learn how to make the most of year-end tax benefits and cultivate a spirit of generosity in this webinar hosted by Compass Ion, the financial advisors we trust to manage our own investments.⁣

Compass Ion Principal, Josh Manifold, and seeJesus Development Officer, Keith Grant, discuss various topics including:

  • How to give appreciated stock, funds and Exchange Traded Funds⁣
  • Understanding a Donor Advised Fund (DAF)⁣
  • General tips on what to talk to your own financial advisors about⁣