Unlocking The Power Of 3 Year-End Charitable Giving Strategies
As the holiday season approaches, it’s the perfect time to help clients align their giving goals with tax-efficient strategies. With evolving tax laws and the upcoming expiration of certain TCJA provisions in 2026, strategic charitable planning is more important than ever.
April Rosenberry shares three powerful tools to amplify your clients’ impact:
Donor-Advised Funds (DAFs): Flexible, tax-efficient, and perfect for long-term giving.
Qualified Charitable Distributions (QCDs): A smart way for retirees to donate IRA funds while reducing taxable income.
Charitable Remainder Trusts (CRTs): Minimize taxes while creating income streams and supporting meaningful causes.
Help clients make the most of their charitable efforts and set the stage for a prosperous 2024!
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