Tips for Strategic Giving

 In Personal & Family Finance, Philanthropy & Charitable Giving, Videos

The end of the year is a great time to ensure that you are using the right tools and techniques to maximizing your annual gifting program to family and philanthropy. This month, we discuss the spectrum of gifting strategies, such as traditional or outright cash gifts, dealing with more complex assets, and gifting for families with young children. We also review the impact of charitable gifting on income taxes.

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