Want to Leave a Legacy? Your Guide to Charitable Giving
Guest - July 30, 2024
Are you considering your legacy and who should inherit your wealth?
Philanthropic giving can leave a lasting impact beyond your immediate family. In our latest article, Estate Wealth Charitable Donating: How to Minimize Issues and Maximize Impact, Michael Dunn, Chief Fiduciary Officer at Independent Trust Company, shares important insights:
- Explore why donating to philanthropic causes can be a fulfilling choice, both personally and financially.
- Learn how to minimize tax burdens and maximize the impact of your charitable gift.
- Delve into the various asset forms donations can take and strategic approaches to wealth donation.
Whether you’re considering leaving your meaningful mark on the world through a direct donation or a donor-advised fund, this article provides a guide overview to help you make informed choices.
Ready to learn more about planning your legacy giving? Contact me to schedule a no-cost consultation.