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Charitable Giving

A financial advisor can...

Maximize Your Impact: Help Your Donation Dollars Do More

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:

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“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.

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Give Strategically

Donate Appreciated Assets

Donate Appreciated Assets

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.

Donate Appreciated Assets

Donate Appreciated Assets

Donate Appreciated Assets

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

Use Tax-Advantaged Giving Tools

Choose Socially Responsible Investments

Choose Socially Responsible Investments

Take advantage of strategies designed to maximize your impact while minimizing your tax burden:

  • Donor-Advised Funds (DAFs): Contribute to a DAF to receive an immediate tax deduction, then recommend grants over time to your favorite charities.
  • Qualified Charitable Distributions (QCDs): If you're age 70½ or older, donate directly from your IRA to a qualified charity to reduce taxable income and fulfill required minimum distributions (RMDs).

Choose Socially Responsible Investments

Choose Socially Responsible Investments

Choose Socially Responsible Investments

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.

Call our dedicated charitable giving line to learn more.

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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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