AspireWealth Planners

Planning Ideas for Charitable Giving

By Christina H. Snyder*, CISP™, RICP® CFP® As a new year and tax season is upon us, it’s important for donors to review how their philanthropic objectives can be incorporated into their overall financial plan, and understand how their income, taxes and retirement would be impacted positively by maximizing certain planning techniques. This article will share three ideas that donors can implement to meet their charitable objectives within the framework of the new tax law. By now, everyone is aware that the standard deduction has doubled from $12,000 to $24,400 (for married couples filing jointly), as well as the […]

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