Winston Churchill famously said, “We make a living by what we get, we make a life by what we give.” 


I recently sat down with Liz Garvey, Financial Planner at Barry Investment Advisors, and John Vasconcellos, President of the Community Foundation of Southeastern Massachusetts, to discuss giving strategies and ideas as we approach the end of 2018.


If you are looking for additional guide on charitable giving after listening to the podcast, consider reading this resource from our friends at Fidelity.


We hope you and yours had a wonderful Thanksgiving and wish you a happy holiday and giving season. 


All The Best,

Pat Barry

Managing Partner

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