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The process of exploring the many benefits of giving and to maximize the impact it has on financial and personal goals. This, of course, involves ways to help you fulfill any philanthropic goals you might have and maximize the effectiveness of your charitable intent.
Reasons for Charitable Planning
Types of Charitable Gifts
Types of Charitable Trusts
Common Features of Charitable Trusts
The tax information and estate planning information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. We does not provide legal or tax advice. We cannot guarantee that such information is accurate, complete, or timely. Laws of a particular state or laws that may be applicable to a particular situation may have an impact on the applicability, accuracy, or completeness of such information. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. Always consult an attorney or tax professional regarding your specific legal or tax situation. Investors should be aware that investing based upon a strategy or strategies does not assure a profit or guarantee against loss.