Wealth Management Issue

Charitable Gifting Planning

Possible Objectives or Goals for this Topic

Charitable Gifting Planning

  • Give more by paying less in taxes.
  • Gifting highly appreciated assets.
  • Passive Income Planning + Charitable Contributions.
  • Utilizing Donor Advised Funds to itemized on your tax return. 
  • Minimize estate/transfer tax. 
  • Gifting with RMD's, the pros and cons of each situation.
  • Establishing a enduring legacy.
  • Understanding the various types of Charitable Remainder Trusts.

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