Helping Donors with Charitable Giving, from the Financial Planner’s Perspective
December 4 @ 12:00 pm
Topic: Helping Donors with Charitable Giving, from the Financial Planner’s Perspective.
Speakers: Cass Grange and Rey Garza
Cass Grange and Rey Garza have a combined 50 years in the financial advisory business. They help clients with donor advised funds, Qualified Charitable donations, and estate planning. They have some easy ideas to implement, that do not take a law degree or a huge budget. They also will share suggestions and some war stories about dealing with wealthy clients.
Rey Garza is a Certified Financial Planner, CFP®, Associate Vice President with Ameriprise Financial, LLC. He has 15 years experience in wealth management, retirement and estate planning. He began his career in the financial services industry over 20 years ago in property and casualty insurance. He has an Economics degree from the University of Texas at Austin specializing in Industrial Organization and a minor in Mathematics.
Cass Grange has been in the financial services industry for 28 years, but before that she spent eight years in higher education development work, at two Catholic universities working with major donors. While at St. Edward’s University, she became a member of the Planned Giving Council of Central Texas. As a founding partner of Watercolor Financial, she enjoys helping clients with their philanthropic giving and their estate planning.