Incorporating philanthropy into a financial plan is a goal of many. Having an impact is rewarding, purposeful and beneficial for the donor and receiver alike! But where to start? What implications does it have for other financial goals? How can you know that your contributions are being well used and efficiently deployed? Join Anna Hargrave of the Greater Washington Community Foundation and Wendy Moyers of CBM for a breakfast presentation and a great conversation as we offer ideas, examples, a collection of stories and of course time for your questions.
Wendy Moyers, Senior Financial Advisor with CBM, has more than 20 years of professional experience delivering financial planning and investment advisory services to individuals and families. She joined CBM in November 2017 and currently works with clients through all aspects of their financial lives. She also serves as a senior financial advisor with May Barnhard Investments, LLC.
Anna Hargrave, executive director at the Greater Washington Community Foundation’s Montgomery County Office, works with hundreds of individuals, couples, and families, providing tools, information, and support to help them make an impact on the causes they care about here and around the world.