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How advisors guide clients with year-end charitable giving - Financial Planning

Retrieved on: 2024-12-11 23:02:42

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Summary

The article outlines strategies for maximizing charitable giving effectiveness and tax efficiency, discussing tools like donor-advised funds and appreciating gifting stocks. It highlights key figures and organizations, including Tushar Kumar and Arvind Rongala, connecting philanthropy with tax considerations such as deductions and capital gains tax.

Article found on: www.financial-planning.com

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