Charitable giving is not just good for society, it can be good for your pocketbook, too. Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.
With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning. We can refer you to a qualified professional to help you decide if this is a good option for you.
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Affluent investors face unique challenges when putting together an investment strategy.