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Media Coverage: Melissa Walsh Featured in US News & World Report

Dec 14, 2021

In a recent article titled "8 Ways to Give More to Charity This Year", Melissa Walsh was featured with thoughts about donating appreciated stocks and contributing to donor-advised funds.


"Investors may consider the gift of stocks, which can benefit both the recipient and the giver. “Donating stocks or other securities that have appreciated in value offers a tax benefit to you and the nonprofit organization,” says Melissa Walsh, a certified financial accountant and certified financial planner as well as the founder and president of Clarity Financial Design, a virtual financial planning firm headquartered in Winter Park, Florida."


See the full article on US News and World Report 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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