Charitable giving

Download Charitable giving

Have you carefully considered your charitable giving strategy?

Your charitable contributions are an important element of your overall wealth management strategy. Whether you want to manage a large, appreciated portfolio of securities, create a family giving program, or create an additional income stream, there are several charitable structures available to you. Each comes with its own set of tax considerations, so it's important to align the structure of your giving plan to your personal charitable goals.

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For other topics covered in the 2010 Guide to tax and wealth management, please visit our Personal financial services site.