Join us for a robust discussion about charitable giving options with Andi McNamara, CFP® Vice President, Director of Financial Planning at The Washington Trust Company.
Which option is best for you?
- Donating from your IRA using a Qualified Charitable Donation (QCD)
- Donating appreciated securities vs. cash
- Donating via a Donor Advised Fund
Learn about each option and the various benefits.
This program is free and open to the public. No advanced registration necessary.
ABOUT THE PRESENTER:
Andi McNamara is responsible for the development and oversight of the financial planning program at Washington Trust Wealth Management. This best-in-class methodology emphasizes education, collaboration, and continuous support and guidance to help clients make informed decisions about their financial future. Andi’s focus is on leveraging the unique strengths of her team and reviewing and implementing modern planning tools and technology solutions to ensure clients’ financial planning experience is engaging, thorough, relevant, and fun. Andi also serves as a subject matter expert and provides training to the financial planners at Washington Trust Wealth Management.
Please note:
Westerly Library & Wilcox Park staff often take photos and recordings during programs and events, which may be used in publicity and marketing. If you do not wish to have your photo used, please contact a staff member to let us know and we will make every effort to honor that request.
