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Charitable Giving

Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity

5 min read

Tax-Smart Strategies for Gifting Money to Family and Donating Stock to Charity

An estate plan can guide distribution of your assets after you're gone. But gifting money to family and donating to charity while you’re still alive...

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Charitable Gift Giving Guide

3 min read

Charitable Gift Giving Guide

Charitable donations are an effective way to reduce your taxable income while also giving back to your community. According to a recent survey, 64...

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