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The Woodward Financial Advisors Blog

Make Your Gifts Go Even Further Thumbnail

Make Your Gifts Go Even Further

Conversations with clients around the desire to financially support family, friends, and charities are commonly heard within the walls of Woodward Financial Advisors. We love these conversations because they present another opportunity for us to educate and provide value to our clients, as well as to learn what truly motivates folks to give of their resources.

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Client Success Stories: Maximizing the Value of Charitable Gifts Thumbnail

Client Success Stories: Maximizing the Value of Charitable Gifts

We recently had the opportunity to know exactly where to hit the machine when a client recently approached us with a goal of making a significant charitable contribution in 2020, with the hope and expectation of making the same contribution for as long as they are able in subsequent years. After determining that they could do this without jeopardizing their other spending goals, we set about figuring out the best way to make their gift this year.

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