Stephen Reiches – How to Go From Writing a Check to Being Strategic About Philanthropy
Shari interviews real people with real stories who have embraced their core values to make life decisions. We hope that their stories will inspire you to Maximize Your Return on Life.
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.
Shari Greco Reiches
Shari Greco Reiches is Co-Founder, Principal and Chief Growth Officer of Rappaport Reiches Capital Management. She is the architect of the firm's Maximize Your Return on Life Solution, which aligns clients' financial planning with their Core Values. She is a frequent speaker on financial planning and values, author of Maximize Your Return on Life - Invest Your Time and Money in What You Value Most and enjoys mentoring women in the wealth management profession. Please connect with Shari below. She loves to talk about investing, financial planning, and Barry Manilow.