Tag: Donations of publically traded stocks

    • Sherri Grosz 2017 768x630

    GROSZ, Sherri: B.A., CFPⓇ, CAFA®

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    Company: Abundance Canada
    Willing to do Public Speaking?: Yes
    Public Speaking Topics:

    Charitable gift planning during farm transitions
    Will & Estate Planning
    Charitable giving in farm transitions
    Donating assets to charity during one's lifetime

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    Sherri provides charitable gift planning services and consultations for individuals, couples, families and businesses.  She can facilitate charitable donations of publicly traded securities, private company shares, life insurance, and more.  Charitable gift planning is often part of a will & estate plan and she is happy to assist you in creating or updating your plan.  Sherri will consult with your Read more...
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