Client Access  |  Careers & Advisory Teams
November 16, 2023

Navigating Charitable Giving

Financial Planning Committee

Thoughtful considerations on our podcast, “Navigating Life Transitions”

When it comes to charitable giving, there are many ways – both big and small – to make a difference. So, where and how does one begin?

On the latest episode of JNBA’s podcast “Navigating Life Transitions,” JNBA Advisors, Elise Huston and Nick Scheibel, share gifting strategies and stories on how they’ve helped individuals and families give to causes they value. In the 18-minute episode guided by Minnesota media veteran Kim Insley, the conversation covers everything from Qualified Charitable Distributions (QCDs) to Donor Advised Funds, from appreciated stock to volunteering your time. New episodes of “Navigating Life Transitions” are released monthly and feature a panel of specialists who bring different perspectives to life’s biggest challenges, changes, and opportunities. “Navigating Life Transitions” can be found on Apple Podcasts and Spotify, as well as online at jnbanavigatinglifetransitions.com.

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors.

Please see important disclosure information at jnba.com/disclosure

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