Charitable Giving/Planning

Many clients are charitably inclined in one way or another. Charitable giving brings clients not only the pleasure of seeing their donations at work, but also some very attractive tax incentives and deductions. From simple to the elaborate approaches, there are some exciting charitable giving/planning strategy options available.

Insurance Design Management can help financial advisors determine the most appropriate strategies and provide proper planning so clients can truly maximize the impact of their charitable gifts while reaping the tax benefits.

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Reach out and let us know how we can help you leverage the benefits of charitable giving planning for your clients.
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