[PODCAST] Legacy and Leverage: Where Your Money Meets Your Mission from Lincoln

Join us for another episode of Thinking with Lincoln hosted by Rob BuShea, Divisional Sales Manager at Lincoln Financial, featuring special guest, Lauren Boyce, Senior Financial Planning and Coaching Specialist at Vanguard Financial Advisor Services for a discussion around charitable giving.

In 2023, charitably inclined investors donated a record-breaking estimated $557.16 billion to organizations across the United States. Reasons for gifting vary, but having a plan in place for charitable gifting can help an individual maximize the financial benefits they receive from the gift.*

 During this engaging session, we will discuss:

• The fundamentals of charitable giving: the when, the what, and the how of gifting
• Beyond the basis: split interest and delayed gifts
• Facilitating the charitable giving conversation with the appropriate client demographic