Charitable Giving – Dollars and Sense

Giving Tuesday: Time to Inspire Change with Lorena Lopez and Matt Currier (Ep. 32)

By Dollars-and-Sense | November 22, 2023

Are you passionate about changing lives, uplifting those around you, and creating a better world? Join us in celebrating Giving Tuesday, a global movement to unleash the power of radical generosity.

In this episode, Nicole Romito invites colleagues Lorena Lopez and Matt Currier. Taking a break from the usual financial topics, they shed light on the beauty of Giving Tuesday and the joy of giving. You’ll hear about their personal stories of giving back to the community, both individually and as part of the Private Vista team — a conversation aimed at inspiring positive change.

Nicole, Lorena, and Matt discuss:

Private Vista’s fundraising events that are both fun and impactful
Their personal involvement in various organizations and causes
Why the act of giving isn’t limited to financial donations
How companies can amplify their charitable impact with firm-wide initiatives
Reasons to integrate charitable giving into your financial plan
And more

Resources:

Connect with Nicole Romito:

Connect with Lorena Lopez:

LinkedIn: Lorena Lopez

Connect with Matt Currier:

LinkedIn: Matt Currier

About our Guests:

Lorena Lopez has been in the financial services industry for some time now, and in her position, she handles tasks that vary from ordering supplies to completing paperwork and billing via spreadsheets to help the office run more efficiently. Lorena also provides customer service to the clients and prioritizes tasks to improve efficiencies. Her greatest satisfaction comes from the role she plays in helping clients realize their dreams.

Matt Currier’s career in the financial services industry began in 2015, as he kick-started his career in commercial banking. He transitioned from a loan production team, where he facilitated financing for businesses, to the bank’s private wealth management division, enabling him to work closely with clients and offer personalized financial solutions that unlock wealth within their companies. Matt joined the Private Vista team in 2019 after earning his CFP® designation. What truly resonates with Matt is the opportunity to contribute to the success of individuals in both their business ventures and their pursuit of financial independence.

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How Can Donor Advised Funds Be Used For Estate Planning? With Sean Julian (Ep. 27)

By Dollars-and-Sense | September 13, 2023

Did you know you can set up a Donor Advised Fund during your lifetime or as part of your estate planning?

In this episode, Nicole is joined by Private Vista’s very own Sean Julian to discuss the concept of donor-advised funds (DAFs), which are charitable giving vehicles. Sean explains how DAFs work, the flexibility they offer, and the benefits of using them for charitable giving. They also touch on tax strategies, such as using appreciated securities and “bunching” charitable gifts. The speakers emphasize the importance of working with a CPA and starting the process early.

Sean discusses:

Sean’s background in financial planning and expertise in helping clients achieve their financial goals
Some exciting news for Sean and her family this year
The benefits of using DAFs, such as tax deductions and the strategy of “bunching” charitable gifts
And more

Connect with Nicole Romito:

Connect with Sean Julian:

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