I’m interested in incorporating charitable giving into my financial plan, but I’m not sure where to start. I’ve heard that financial advisors can help with this, but I’m not sure exactly what services they offer in this area.

Specifically, I’m curious about how a financial advisor can help with:

  • Structuring my donations: Are there ways to maximize the impact of my charitable giving while still meeting my financial goals?
  • Tax implications: Can strategic charitable giving help me reduce my tax burden?
  • Finding the right charities: How can a financial advisor help me identify reputable charities that align with my values?

If anyone has experience working with a financial advisor on charitable giving, I’d love to hear your insights!

Karvi Changed status to publish April 22, 2024
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