
Gifting of Appreciated Assets
Mike Converse explains donor-advised funds, tax deductions, and the benefits of donating appreciated stock to maximize giving and tax saving

Why Do We Do Educational Videos?
Mike and Brandon Converse share The Converse Team's mission to provide financial education and empower informed decisions.

Who are We?
Who are We?

Charitable Giving Like a Boss
Mike Converse explains donor-advised funds, their tax benefits, and how they simplify charitable giving for maximum impact.