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Season 3 / Episode 2

Name: TandemGrowth Financial Advisors
Address: 3820 Mansell Rd, Suite T30, Alpharetta, Georgia, 30022, US
Telephone: 770-641-6360
Price range: $$

Tax-advantaged gifting strategies—with special guests Boyd Bailey and Rachel Watson

Giving is often fundamental for those traveling the path from success to significance. On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of the non-profit National Christian Foundation to discuss tax-advantaged gifting strategies. Whether you are seeking a strategy to support your normal pattern of giving, or you are looking for new ways to support your personal generosity, vehicles like Donor-Advised Funds, Qualified Charitable Distributions, and Single Charity Funds can help you make the most of every gift.

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By EVANCED Operations|2025-01-09T10:33:29+00:00February 12, 2020|Comments Off

About the Author: EVANCED Operations

3820 Mansell Rd, Suite T30, Alpharetta GA 30022

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E: info@tandemgrowth.com

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The Five Star Wealth Manager Award program is administered by Five Star Professional, an unaffiliated market research company that provides ratings in the ordinary course of its business. The referenced award is for the year 2024, using information covering various time periods, including one and five-year data. TandemGrowth did not pay a fee, directly or indirectly, in connection with obtaining this award. However, TandemGrowth paid a nominal fee after its receipt of the award, and not as a condition for its receipt, in exchange for a license to use the related logo. The research methodology includes a nomination stage, a regulatory and consumer complaint review stage, and concludes with a collection of objective evaluation criteria, such as client retention rate, assets under management and professional designations. The full program summary is available by clicking “Current program” at Five Star Professional’s website here.

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Season 3 / Episode 2

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About the Author: EVANCED Operations

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