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