The benefits of donating appreciated securities

richerwin

Rich Erwin, Senior Investment Analyst/Portfolio Manager

An audio interview with Rich Erwin

The BA’s Monty Haas recently spoke with Rich Erwin, a Senior Investment Analyst/Portfolio Manager, on the benefits of donating appreciated securities. Use the audio controls below to hear Rich’s helpful advice.

During his early career, Rich worked for the Treasurer’s Department of The Mother Church serving as an investment analyst and portfolio manager in the Investment Division.  He later managed his own independent registered investment advisory firm in Plano, Texas and led that organization for 30 years.  In 2013 he sold that company to a larger firm, with which he continues to work as Senior Investment Analyst/Portfolio Manager. Rich is currently serving on the BA’s Board of Trustees.

For more information about how to give appreciated securities please call or email Jennie Christensen, Director of Development at 1-800-662-9937 ext 2116 — jchristensen@chbenevolent.org

You are reminded that this is not intended as legal or tax advice.  A prospective donor should consult with their financial advisor or tax professional to determine the consequences of their gift.

Click the play button below to hear Monty’s interview with Rich…


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