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Most of our clients give to some type of charity, whether it be a church, school, or other not-for-profit organization. But, did you know that charitable giving can benefit both the giver and receiver of the donation? It's true: Both parties can financially benefit from the generosity.
So, ensure you are getting the full credit of your good deed as tax time approaches, and talk to us about the specific ways your giving may positively impact your other finances.
Final Note: Charitable giving has been impacted by the new SECURE Act 2.0. Be sure your planned giving is taking into account these new changes! We can help guide you through the provisions of the updated Act.