Tax-Smart Giving That Connects You to Your Community with Tiffanie Purvis

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Money & Purpose: Conversations on Intentional Wealth

Marianne Poon, CFA, sits down with Tiffanie Purvis, General Counsel at the Greater Washington Community Foundation. Learn how to maximize your charitable impact through tax-smart strategies like QCDs and appreciated securities, accept complex assets, and connect with local causes—all while seeing your philanthropy make a difference in your own backyard.

Learn more: thecommunityfoundation.org | www.onyxfn.com

Nothing in this podcast should be interpreted as legal advice. This podcast is intended for general educational purposes only. Every effort has been made to offer current and accurate information to listeners, but errors and omissions do occur. Neither the guest nor their employers assume liability or responsibility for any errors or omissions in this content.

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Why Personalized Investing Beats Automation with Andrew Almeida

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How Compliance Enables Independent Financial Planning with Buddy Griffiths