Join Donna Rasile, Senior Vice President Investment Advisor for a virtual presentation about philanthropy. This special event is being held in conjunction with Waltonwood Cotswold, an assisted living memory care facility in Charlotte, NC, that provides compassionate senior living solutions.
The purpose of philanthropy is to improve the well-being of humankind; it is not the same as charity. Learn more during an online presentation and Q&A session about how your “time, talent, and treasure” can make a difference. Attendees will learn about philanthropic endeavors from Toni L. Freeman, who has over 20 years of executive management experience. In the presentation, Toni provided a brief history of philanthropy, reviewing individual and grantmaking philanthropy. She also discussed considerations for a gifting strategy, answered questions, and guided a brief discussion about the barriers and apprehensions of individual giving.
Please register in advance for this presentation by clicking this link. After registering, you will receive an email confirmation with information about joining the meeting.
Waltonwood Cotswold is a family-owned and operated business whose priority is providing the full continuum of care that enables seniors to age in place within the Charlotte community. They are located at 5215 Randolph Road in Charlotte, NC. For information about the facility, you may call them at 704-496-9310, or email firstname.lastname@example.org.
Donna focuses on helping clients achieve their financial and life goals through a holistic and customized approach to financial planning and wealth management. With extensive investment industry experience, she pulls on this experience and knowledge to develop comprehensive plans that are designed to deliver financial peace of mind. She honors meaningful client relationships while focusing on a goal to deliver excellent client service.
Donna employs an integrative approach with her clients, as well as their families. She excels in working with women, helping them to visualize their financial futures while equipping them with the tools needed to realize their goals.
As a Registered Life Planner, she asks her clients important questions while actively listening. Understanding their life goals, Donna is able to help them align their financial goals with their life goals.
During her casual hours, Donna enjoys a passion for cooking and entertaining, considering herself to be a “foodie.” She enjoys walking, Pilates, reading and enjoys family time with her husband, Bob, and their two adult children.