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Give & Save

Charitable giving is a great way to support the causes you care about, as well as help reduce your tax burden. While most would agree it’s better to give than receive, with proper guidance and planning it's possible to do both at the same time. If you are considering selling a highly appreciated asset, such as a business, a piece of real estate or a stock market investment, but are reluctant due to taxes, there are charitable giving strategies that can eliminated these concerns.

Whether it’s a Donor-Advised Fund or Family Foundation, a Charitable Trust or Pooled Income Fund, understanding your options can be very beneficial to your short- and long-term goals. Proper estate planning with philanthropic intent can help you and your family for generations.

To help you make the greatest impact with your charitable donations while receiving tax savings, our advisors can help you navigate the complex world of taxes and charitable giving.