Reduce Your Taxes With Charitable Giving

Reduce Your Taxes With Charitable Giving

October 01, 2022

Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions. In this episode of "Money Guide with Mary Sterk", Mary shares ways to create positive impact on the world and on your tax return with your giving.

Topics include:

Standard Deduction





Donor Advised Fund

Estate Planning



Giving Strategy

If one of the things on your bucket list to do before the end of the year is to get a giving strategy in place and see how that might impact your taxes, give one of our advisors a call!

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Schedule an appointment with one of our advisors today!