Tax Smart Philanthropy
Making Your Charitable Journey Count
Everyone has a unique perspective on how they can make a difference in the world, and finances play a crucial role in this. Our emotions, biases, upbringing, and fears shape our relationship with money and what we value most. For some, wealth isn't just about net worth - it's about creating a philanthropic impact on others.
In this eBook, we’re focusing on how you can make an impact and truly get the most out of your charitable giving — while also saving money on your tax bill.
Topics We Cover:
How to create a charitable giving “mission statement”
Setting a giving budget and goals
Which tax exemptions may make sense if you’re charitably inclined
How to donate in creative ways to save money and make an impact
Dream big and visualize your ideal lifestyle.
With our guidance, you'll turn your dreams into reality, whether it’s donating more regularly or impacting specific causes and organizations.
