Using charitable giving strategies to enhance the tax-efficiency of your donations plays a vital role in maximizing the impact of your gifts. Take time at year-end and during the year to consult with your tax and financial advisors to optimize your giving.
Private Wealth Management
Developing Pathways to Planned Giving and High-Impact Philanthropy
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Gifting Appreciated Securities to a Donor-Advised Fund Program
This charitable vehicle provides a simplified approach that allows you to maximize your charitable donations and tax benefits—an approach that can transform the way you give.
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Estate planning is a method for determining how to distribute your property during your life and at your death. William Blair published an organizer to help facilitate the process.
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