Guidance

RESOURCES TO HELP SHAPE YOUR FINANCIAL FUTURE

Altruism is often rooted in a desire to make the world a better place, and a well-considered plan can significantly increase the reach and impact of charitable giving.

Use this helpful guide to:

  • Create a plan and a mission statement to guide giving strategies toward achievable goals.
     
  • Consider the wide range of plans and approaches that support a strategy.
     
  • To minimize or avoid taxes, properly structure charitable gifts and stay current with tax laws and contribution limits.