Tuesday, December 17, 2019

Maximize the Impact of Charitable Giving

74% of individuals give financially to nonprofit organizations.*

While making an annual gift with cash is simple, it is not always the most tax efficient option. Gifting long-term appreciated securities may provide a greater tax benefit and ultimately a greater contribution to the charitable organization.

Effective charitable planning strategies are available to help donors maximize the impact of their giving.

Help Your Clients Here

*2017 U.S. Trust Insights on Wealth and Worth®

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