Charitable Giving and Taxes | Financial Planning Guide

Save Some Money and Do Some Good

At Adviser Investments, we think charitable giving and a personalized tax strategy go hand-in-hand. We know that deciding on the best way to give can be a challenge, but it doesn’t have to be.

This exclusive report provides a straightforward review of options that philanthropists of every stripe can employ to maximize their impact while making smart tax decisions.

Topics include:

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

Save some money and do some good—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.

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