Naughty or Nice: A Guide for Giving to Charity

Doing the most good with your donation starts with following your heart, and then doing your due diligence.

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It is easy to slip into the holiday spirit when the beautiful sounds and sights of the season are upon us. Many people decide to do their annual giving at the end of the year. According to the National Philanthropic Trust, Americans gave $390 billion in 2016, up 4.2% from the year before.

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Marguerita M. Cheng, CFP® & RICP®
CEO, Blue Ocean Global Wealth

Marguerita M. Cheng is the Chief Executive Officer at Blue Ocean Global Wealth. She is a CFP® professional, a Chartered Retirement Planning Counselor℠ and a Retirement Income Certified Professional. She helps educate the public, policymakers and media about the benefits of competent, ethical financial planning.