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A thoughtful approach to charitable giving can make a meaningful difference — not just for the causes you care about, but for your financial goals as well. A financial advisor can help you give strategically, making the most of tax advantages, selecting the right assets to donate, and aligning your philanthropy with your overall financial plan. Here’s how expert guidance can help your charitable dollars go further:
“We make a living by what we get, but we make a life by what we give.” – Winston Churchill
Philanthropy is a powerful legacy. A strategic approach ensures your giving makes a difference while supporting your long-term financial goals.
Create a charitable giving plan that aligns with your values and financial goals. Prioritize causes that matter most to you and consider setting annual giving goals to stay focused and intentional.
Instead of cash, consider donating stocks, mutual funds, or other appreciated securities. This can allow you to avoid capital gains taxes and still claim a charitable deduction for the full market value
Take advantage of strategies designed to maximize your impact while minimizing your tax burden:
Align your portfolio with your values by investing in companies and funds that prioritize environmental, social, and governance (ESG) factors. These investments can support ethical business practices while potentially enhancing long-term financial returns — allowing you to grow your wealth and your impact.
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The information provided on this website is for general informational purposes only and does not constitute legal, financial, or investment advice. Visitors should not rely solely on the information provided herein for making financial decisions. Always consult with a qualified professional advisor who understands your individual situation before making any financial or investment decisions.
Securities and investment advisory services may only be offered by properly licensed individuals through registered firms. To verify the credentials of a financial professional, please visit [FINRA’s BrokerCheck](https://brokercheck.finra.org).
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