In this episode, Shari talks with her husband of 35 years, Stephen Reiches, about strategic charitable giving. Stephen is the firm’s wealth transfer expert, having previously worked as an estate planning attorney. He has been with RRCM for over 19 years and provides planning advice to many of our firm’s most sophisticated clients.

Most often people make donations by writing a check. Stephen and Shari discuss more tax-efficient ways to give, such as donating appreciated stock, using a Donor Advised Fund and making Qualified Charitable Distributions from an IRA. They also talk about legacy giving (gifts effective upon death).

Stephen also shares how he maximizes his return on life.

About Stephen: 

Stephen M. Reiches is a Principal and Director of Wealth Transfer at Rappaport Reiches Capital Management. With 15 years of experience as an estate planning attorney with the Chicago firm of Neal, Gerber & Eisenberg, Stephen brings unparalleled financial and estate planning experience to RRCM’s advisory services. Stephen provides clients with objective advice in the areas of estate planning, risk management and charitable giving.

Connect with Stephen on Linkedin.

Get your copy of Maximize Your Return on Life here.

To learn more about Shari Greco Reiches, visit https://sharigrecoreiches.com/

To learn more about Rappaport Reiches Capital Management, visit https://rrcapital.com/

Maximize Your Return on Life LinkedIn

To discover your core values, visit https://rrcapital.com/blogs-and-more/do-you-know-your-core-values