Elliot H. Kallen

Financial Planner, Wealth Manager, Registered Principal
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Title: A last minute reminder to give wisely and charitably

With the holiday season here and the end of 2018 closing in, here’s a last-minute reminder not to pass up an opportunity to give charitably and wisely.
Before the year’s end, if you set up a donor-advised fund, you gain control on the timing of charitable gifts and choose the securities to give.
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Market DataBank: 3Q 2018

Contact Info

2333 San Ramon Valley Blvd.
Suite 200
San Ramon, CA 94583
Phone: 925-314-8500
Fax: 925-314-8504
elliot@prosperityfg.com

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