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The Heron

Potomac Financial Group’s Newsletter

I hope you enjoyed all the food, football and family that Thanksgiving has to offer! I love Thanksgiving and it’s an important time to reflect on all the special things and people we are so thankful for. With the season of giving now in full swing and the tax year coming to a close, you may be thinking of the best ways to make charitable contributions. Perhaps you have gratitude for a scholarship from your alma mater or a health-related nonprofit. We all have important causes that are near and dear to us. For many of our clients, charitable giving is an important part of their financial planning.  Most importantly, it’s an opportunity to give back and so often driven by gratitude.  Our team is always excited to help a client fulfill their desire for giving.  We’re here to help you maximize your financial resources and develop strategies for contributing to your favorite cause. 

In this edition of The Heron, the article, “Out-of-the-box alumni donations,” although lofty, may inspire you to think about creative ways of donating to your alma mater. Here are two additional articles on charitable giving that discuss strategies to ensure you are making the most of your donations.    

“Reasons to give appreciated stock”

“Give wisely to maximize your charitable impact”

Please don’t hesitate to reach out if you would like to discuss charitable giving and your financial plan.

Take care,

Jeremy S. Dvorak, CFP®, CASL®
Potomac Financial Group


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