Services
Investment Porfolio Review
- Item Number
- 110
- Estimated Value
- 1000 USD
- Opening Bid
- 100 USD
Item Description
This gift certificate includes investment advice for personal investment accounts such as IRA's, individual accounts and joint accounts. Also includes advice on planned giving including how to donate appreciated stock and oter assets to charity as well as how to establish and manage a donor-advised fund. The full face value of this gift certificate may be applied towards any services available from the Goff Financial Group, a fee only Registered Investment Advisor and fiduciary. Only one gift certificate is valid per purchaser or family, expires 2/1/2022.
Item Special Note
Item must be picked up at the Gala, if attending, or at the church office by Friday, Feb 7th 2020.
If the item has received no bids by Saturday, Feb 1, 2020 5 PM CST, item will be removed from online bidding to the silent auction.
Donated By:
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