Relationship-Based Financial Planning

& Investment Advice

It's December, and that means this is our last newsletter of 2024. We cannot believe how quickly the year has flown by!


With the year wrapping up, we thought we would spend a little time looking back over 2024. Read CEO Mark Franczyk's State of the Street article to see what we've been up to. The rest of the newsletter gets a charitable giving focus. Financial advisor Anthony Lam writes about Donor Advised Funds, our Director of Client Experience, Mark Lingenfelter, writes about CSF's Charitable Giving History, we share a bit about our annual Seasons of Giving campaign, and then we end with a few words about our Employee Charitable Giving match.


Don't forget to share our newsletter with a friend, relative, or anyone you think might be interested. It could be the perfect holiday gift, and it doesn't even need wrapped!


Have a safe and happy holiday season.

We are wishing you all the best in 2025!

State of the Street

Christopher Street's CEO, Mark Franczyk, gets on the "year in review" band wagon and takes a look back at some of our 2024 highlights.

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Donor Advised Funds

If your holiday shopping list includes someone who is charitably inclined and is seeking tax advantages, financial advisor Anthony Lam writes about the perfect gift.

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Our Seasons of Giving holiday card has landed in mailboxes. The returned post cards are coming in. In this blog, we discuss some of the secrets behind how our annual campaign all comes together.


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Giving back to the LGBTQ+ community is not a new to Christopher Street Financial. In this blog we share some history on our early campaigns that encouraged everyone to "Make a Difference".

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Christopher Street has a 10:1 match for employees who want to make a personal donation to a charity of their choice. Click to read who this year's recipients are and learn what is important to some members of our team.

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New York, NY 10016

Email: info@christopherstreet.com

Phone: 800-262-6644

Securities offered through Kestra Investment Services, LLC, member FINRA/SIPC (“Kestra IS”). Investment advisory services offered through Kestra Advisory Services, LLC (“Kestra AS”). Christopher Street Financial, Bluespring Wealth Partners, LLC, Kestra IS and Kestra AS are affiliated through common ownership by Kestra Holdings. Investor Disclosures: https://www.kestrafinancial.com/disclosures