Welcome to our financial planning series! In this episode, we’ll be examining the intersection of charitable giving and tax deductions.
Our Director of Financial Planning, Ken Dean, and Director of Advanced Planning, Dan Castle, will be joining us to impart their extensive knowledge in the field.
We cover a range of questions, including factors to consider if you have charitable intent, maximizing tax deductions, making use of qualified charitable deductions, donating highly appreciated investments or collectibles, and leaving a bequest to a charity in your estate plan.
This video will provide you with valuable insights, and we encourage you to keep in mind the benefits of consulting with financial professionals for personalized strategies.
At Winthrop, we’re committed to understanding your unique situation and offering customized solutions that fit your needs. Remember, no strategy can assure success or offer protection against loss, but with careful planning, you can help ensure that your philanthropic goals align with your financial goals.
DISCLOSURES
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.
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April 19, 2024
Charitable Giving
Welcome to our financial planning series! In this episode, we’ll be examining the intersection of charitable giving and tax deductions.
Our Director of Financial Planning, Ken Dean, and Director of Advanced Planning, Dan Castle, will be joining us to impart their extensive knowledge in the field.
We cover a range of questions, including factors to consider if you have charitable intent, maximizing tax deductions, making use of qualified charitable deductions, donating highly appreciated investments or collectibles, and leaving a bequest to a charity in your estate plan.
This video will provide you with valuable insights, and we encourage you to keep in mind the benefits of consulting with financial professionals for personalized strategies.
At Winthrop, we’re committed to understanding your unique situation and offering customized solutions that fit your needs. Remember, no strategy can assure success or offer protection against loss, but with careful planning, you can help ensure that your philanthropic goals align with your financial goals.
DISCLOSURES
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for individualized tax advice. We suggest that you discuss your specific tax situation with a qualified tax advisor.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor and separate entity from LPL Financial.