Making the Most of Your Charitable Giving

Save Some Money and Do Some Good

At Adviser Investments, we think charitable giving and a personalized tax strategy go hand-in-hand. But time is running out to make contributions that can save you money on your 2020 tax bill.

Need help deciding on the best way to give? This exclusive report covers five options that philanthropists of every stripe can use to maximize the impact of their gifts while making savvy tax choices.

Topics include:

  • Donor-advised funds
  • Qualified charitable distributions
  • Giving directly from your IRA
  • Why cash is not always king

Reduce your tax bill and make a difference—it’s a no-brainer. Please complete the form on this page to receive this free, no-obligation report today!

For more information, please call us at (800) 492-6868.

Download Making the Most of Your Charitable Giving

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