Making the Most of Charitable Giving Before and After Retirement
Charitable giving provides families with an opportunity to build a legacy and meaningfully impact the causes most important to them, but effective charitable giving requires a smart strategy.
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This publication is designed to provide general information and is for discussion purposes only. The effectiveness of any strategy is dependent upon each individual’s facts and circumstances. This article does not provide legal, tax or account advice. Because of the possibility of human or mechanical error, the accuracy, adequacy, completeness or availability of any information is not guaranteed.