Terry Nelson photo

Terry Nelson, CFP®, ChFC®, CASL, LUTCF®

 

Olmsted Financial Group

3428 Lakeridge Pl. N.W., Suite 120

Rochester, MN 55901

 

Phone:  507-281-1262

Cell:      507-250-3967

Fax:      507-281-9131

 

Email: Terry@OlmstedFinancialGroup.com

November/December 2024

Charitable Giving By Affluent Households

Charitable Giving By Affluent Households

The 2022 volunteering and charitable giving behaviors of affluent individuals and households are trending consistent with previous years.


Source: 2023 Bank of America Study of Philanthropy


CONTACT US

Enter your Name, Email Address and a short message. We'll respond to you as soon as possible.

Securities and Advisory services offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.
Olmsted Financial Group and LTM Marketing Specialists LLC are unrelated companies. This publication was prepared for the publication’s provider by LTM Client Marketing, an unrelated third party. Articles are not written or produced by the named representative.

The information and opinions contained in this web site are obtained from sources believed to be reliable, but their accuracy cannot be guaranteed. The publishers assume no responsibility for errors and omissions or for any damages resulting from the use of the published information. This web site is published with the understanding that it does not render legal, accounting, financial, or other professional advice. Whole or partial reproduction of this web site is forbidden without the written permission of the publisher.