November 30, 2022 – As we head into the holiday season and address year-end planning for 2023, now is a good time to reflect on charitable donations and how to best facilitate them. Contributing to a meaningful cause is a worthwhile endeavor, whatever your reasons are. It’s important to understand what you are trying to achieve and select a strategy that helps optimize your gift and wealth planning objectives.
‘Tis the Season for Giving’ – Realizing the benefits of Charitable Donations
Managing Director, Principal