October 13, 2022

Griffin Black - Year End Strategies for Charitable Giving
With the holidays just around the corner, it’s time to consider your year-end charitable giving options. A little advance planning now can save you money when it comes time to write your check to Uncle Sam, next April 15. We offer tips and ideas for maximizing the benefit to your favorite charity while minimizing the tax bite.

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications