11.26.2023 I Impactful Charitable Giving

Your Money Radio

Introducing Andrew Thelander:

• Andrew has been a Senior Vice President and Financial Advisor at Wealth Enhancement Group since 2007
• He focuses on helping others achieve clarity in their financial lives and uses each client’s individual goals, values, and aspirations to craft a comprehensive financial plan — which frequently includes charitable giving strategies
• He is a CERTIFIED FINANCIAL PLANNER professional, a Retirement Income Certified Professional® and a Chartered Advisor in Philanthropy®
• Holds an MBA from Augsburg University and a bachelor’s degree in Business Management from The College of St. Scholastica, where he was recognized with a Young Alumni Achievement Award and was one of only 100 people inducted into their Century of Saints
• Andrew and his wife live in Stillwater, MN with their two sons. When not working, he and his family enjoy spending time outdoors
• Also volunteers as a University of Minnesota Master Gardener and serves on the Congregational Council at his local church

Talking Points:

#1: Focus on the people and cause(s) you care most about.

#2: Leverage the power of your company’s giving culture.

#3: Use financial strategies to maximize the value of your donation.

#4: Commit to multi-year giving to a single charity.

#5: Make unrestricted gifts.

#6: Consider a donor-advised fund for increased control & timing.

#7: Finally, be a vocal advocate for your favorite cause.