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Plan Your Gift Giving This Year

Plan Your Gift Giving This Year

November 08, 2022

Charitable giving is an American tradition: Americans typically give well over $400 billion annually to non-profits. Even in difficult economic times, giving tends to grow more each year. People who give find they themselves benefit — emotionally and, potentially, financially — by helping others. Coming in to the season of giving, let's review some of the areas to consider when determining your charitable giving.

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Planning with a Purpose

Building charitable giving in to your strategy may serve as an overall advantage to your plan.

With that in mind, consideration should be given to the following areas:

  • Tax advantages of different types of assets and accounts
  • Charitable giving during your lifetime
  • Charitable giving while generating income
  • Charitable legacy planning
  • Putting your values into action

How Do I Start?

For now, start considering your own philosophy when it comes to charitable giving. The attached Charitable Planning Guide, by Fidelity Investments, offers tips and worksheets to help you create your personal Charitable Giving Mission Statement and Action Plan.

If you’re interested in exploring the possibilities of adding charitable giving to your financial plan, let’s connect and we can help you get started!

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice.