Description
As financial planners, one of our favorite actions is to help charitably inclined individuals gift dollars in the most tax-efficient manner possible. Tax-efficient giving helps maximize the amount of money that is directed to local charities while keeping the most money in generous individuals’ pockets. Please join us as we discuss strategies including Qualified Charitable Distributions, Donor Advised Funds, Charitable Trusts, and more.
Disclosure: Investment Advisory Services are offered through AEGIS Financial, registered investment adviser.
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