Daily Capital

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

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.

The Tool To Beat

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.

The content contained in this blog post is intended for general informational purposes only and is not meant to constitute legal, tax, accounting or investment advice. You should consult a qualified legal or tax professional regarding your specific situation. Keep in mind that investing involves risk. The value of your investment will fluctuate over time and you may gain or lose money.

Any reference to the advisory services refers to Personal Capital Advisors Corporation, a subsidiary of Personal Capital. Personal Capital Advisors Corporation is an investment adviser registered with the Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

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