What Issues Should I Consider When Establishing My Charitable Giving Strategy?

Reference Guides
Written By Calvin Jung

It’s good to give back. Check out this guide to helps you identify opportunities and model outcomes in order to optimize the impact of your charitable gifts. It covers: 

  • Philanthropic motivations and goals 

  • Cash flow considerations 

  • Asset selection when funding gifts 

  • Charitable giving vehicles 

  • Tax planning and deductibility 

Calvin Jung
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