Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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Webinar Recording | Inspired Philanthropy

The recording of our webinar on inspired philanthropy is now available.

One of the keys to maximizing the impact of your charitable giving and improving the personal satisfaction that philanthropy provides is to give with intention. All too often we see clients being reactive in their charitable giving and not proactive.

We recently held an important webinar on charitable giving. Hosts Kathy Klein and Jill Kaz talked about how to define or redefine your charitable giving strategy so that it reflects your core values and beliefs. In addition, Kathy and Jill discussed taking an inspired approach to giving by:

  • Aligning your charitable giving with your core values
  • Creating more impactful and transformational gifts
  • Involving your families in the practice of giving back
  • Maximizing the financial benefit to yourselves and future generations in your charitable giving methods

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