Episode 28

Maximize Your Charitable Giving with guest Joe Bertilson


December 13th, 2018

22 mins 43 secs

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About this Episode

Joe Bertilson believes God has called him to help finance the Gospel. As he has walked through life and seen opportunities to give, he has seen others blessed no matter the size of the gift.

He joined Edward Jones as a financial advisor and he takes the opportunity to help people with their finances to point them towards giving charitably in a more tax efficient and impactful way.

Joe highlights some best practicies for people as they give, as well as a variety of ways to give charitably:

  1. Give cash or check
  2. Give appreciated stock or an asset
  3. Give two or more years worth of giving to a donor advised fund
  4. Trusts

"The generous man devises generous things and by generosity he shall stand." - Isaiah 32:8

Contact Joe Bertilson via his email: joe.bertilson@edwardjones.com

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