Video: The Tax Benefits of Charitable Giving and Your Legacy Planning

in Financial Planning by

Charitable giving can make an impact on your heart and your estate.

Gifts from individuals are crucial to the nonprofit sector, but many donors don’t leverage charitable giving to ensure their maximum impact. Treating your charitable giving as a part of your financial plan by creating a clear strategy and outlining goals means that you can give wisely, which doesn’t always translate to just giving more.

Many donors don’t leverage charitable giving to ensure maximum impact on both the recipient of their generosity and their broader financial strategy. Watch our video to learn more.

This blog is for informational purposes only; we are not in the business of providing tax or legal advice and we generally recommend seeking the advice and counsel of a tax professional before taking any action that may cause a material taxable event.

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