Philanthropic Planning:
Many give to charity to benefit society. Others want to teach life lessons to their children or to create a legacy for their heirs. Some simply want the tax deduction. However, what most don’t know is that you can maximize the effectiveness of your donation while accomplishing your philanthropic goals.
Depending upon what you donate and how you donate it, you can increase the deductibility of your donation by 20 percent.
Plus, giving to charity can be more than simply writing a check to your favorite charitable organization, never again to use those funds. The IRS allows you to set aside dollars for charitable intent, receive a tax deduction for those dollars, and still have access to those funds.
Your legacy need not end at your demise. The Private Client Advisers Wealth Transfer Protocol™ can show you how to effectively maximize your charitable dollars and pass your wealth onto your family, children, and to charity while satisfying your philanthropic desires.
Depending upon what you donate and how you donate it, you can increase the deductibility of your donation by 20 percent.
Plus, giving to charity can be more than simply writing a check to your favorite charitable organization, never again to use those funds. The IRS allows you to set aside dollars for charitable intent, receive a tax deduction for those dollars, and still have access to those funds.
Your legacy need not end at your demise. The Private Client Advisers Wealth Transfer Protocol™ can show you how to effectively maximize your charitable dollars and pass your wealth onto your family, children, and to charity while satisfying your philanthropic desires.