Almost every high-net-worth investor wants to make a difference through philanthropy, but far too few know
how to maximize the impact of their generosity. Greg Weimer, one of Confluence’s founders and Wealth Managers,
leads a conversation with Kate McKenzie, Assistant Director of Development at The Pittsburgh Foundation, on the
many benefits of charitable giving. Together, they examine how strategic philanthropy can help high-net-worth
families to clarify their goals, pass values along to their children and grandchildren, and create a legacy
that lasts for generations. You’ll discover how talking to your financial advisor about including philanthropy in
your financial plan cannot only help you maximize your legacy, but may also provide tax advantages to
support your estate planning objectives.

Guest Speaker:

Kate McKenzie

Any opinions in the podcast are those of Confluence Financial Partners, or any guest speakers, and not necessarily those of Raymond James. Expressions of opinion are as of this date and are subject to change without notice. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Investments and strategies mentioned may not be suitable for all investors. This information is not a complete summary or statement of all available data necessary form making an investment decision and does not constitute a recommendation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Donors are urged to consult their attorneys, accountants or tax advisors with respect to questions relating to the deductibility of various types of contributions to a Donor-Advised Fund for federal and state tax purposes. To learn more about the potential risks and benefits of Donor Advised Funds, please contact us. Raymond James is not affiliated with and does not endorse the services of The Pittsburgh Foundation.