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.