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Charitable Giving Basics Video Series is Here!

Wishing you all a warm and healthy start to the holiday season. As we approach Thanksgiving, I would like to share my heartfelt thanks to each of you for supporting me personally and professionally during this exciting time for Clarity Financial Design.


The holiday season also means that the season for charitable giving is upon us. Please take a few minutes to learn more about some of the most common forms of charitable giving through our informative video series. Of course, if you'd like to learn more about different types of charitable giving, please reach out to me. Contributing to our local, national, and global community is close to my heart and I would be privileged to help you consider your options for charitable contributions.


Learn more about best practices when making cash gifts here:



Learn more about best practices when donating appreciated securities here:



Learn more about best practices when making qualified charitable distributions here:



Learn more about best practices when making legacy gifts here:



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Clarity Financial Design is an Investment Advisor registered with the State of Florida. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument or investment advisory services. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy, or the completeness of, any description of securities, markets or developments mentioned. We may, from time to time, have a position in the securities mentioned and may execute transactions that may not be consistent with this communication's conclusions.  Please contact us at 407-494-0593 if there is any change in your financial situation, needs, goals or objectives, or if you wish to initiate any restrictions on the management of the account or modify existing restrictions.  Additionally, we recommend you compare any account reports from CFD with the account statements from your Custodian.  Please notify us if you do not receive statements from your Custodian on at least a quarterly basis.  Our current disclosure brochure, Form ADV Part 2, is available for your review upon request, and on our website, www.clarityfinancialdesign.com.  This disclosure brochure, or a summary of material changes made, is also provided to our clients on an annual basis

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