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

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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 

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Can I Do a Qualified Charitable Distribution from My IRA?

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Will Your Roth IRA Conversion Be Penalty Free?