In December, many clients are busy wrapping up their charitable giving for the year. Last month a client and faithful donor asked if she should use her credit card to make charitable donations - in the past she had written checks.
When it comes to holiday contributions, it’s important to keep in mind a few details before giving to any charitable organization.
FAI was founded in 1987 by Mike Martin, when he left T. Rowe Price with the commitment to bring wall street to main street. For over 30 years we have created diversified portfolios using publicly traded individual stocks, bonds, and funds. Based on our investment experience we developed FAI’s Ten Investment Principles to guide us in investing your savings.
