Charitable Planning, Media and Planning - Financial Advisor Source

Year-End Donations and #GivingTuesday

James Hendries

NOVEMBER 26, 2022

So, here is a list of things for you to think about as you consider your year-end charitable donations. Make a Plan. Ideally, at the beginning of every year – with your financial professional – you would map out a plan to maximize the tax benefits of your giving. Really think through what is important to you and what you want.

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Year-End Donations and #GivingTuesday

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