Financial Planning and how to make a smart gift

You want to make a generous pledge, but you also want to make sure you’re being smart about it. The world of money and charitable giving is complex, and it can be intimidating to navigate it on your own. Whether you have already submitted your pledge or not, this workshop is meant to help all of us think strategically about our giving, and to make sure we’re taking advantage of tax exemptions. St. Mark’s parishioner Sarah Ponder, who is an expert financial planner and wealth manager hosted a Capital Campaign Q&A on June 9. Catch up here.