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Charitable Giving

Creating a charitable gift giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and reduced or eliminated estate taxes on the charitable contribution upon your death.

With the increasing tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We can help you find a qualified professional to assist you with this.

Your investment advisor is not permitted to offer, and no statement contained herein, shall constitute, tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.