With the giving season nearly upon us, now is an excellent time to revisit your charitable intentions for the year. After all, our values tend to guide many of our financial decisions, including charitable giving goals, so it’s natural to incorporate both into a holistic plan. Take a look at this new infographic for a rundown of some of the tools at your disposal in 2021 to implement your giving plan and to help maximize its impact – for your own financial situation and for the organizations you support.
Click on the image below to view infographic:
As Chief Planning Officer, Jeffrey Levine serves as a technical resource and thought leader regarding evidence-based planning concepts and strategies.
The opinions expressed by featured authors are their own and may not accurately reflect those of Beacon Hill Private Wealth. This article is for general information only and is not intended to serve as specific financial, accounting or tax advice. Individuals should speak with qualified professionals based upon their individual circumstances. The analysis contained in this article may be based upon third-party information and may become outdated or otherwise superseded without notice. Third-party information is deemed to be reliable, but its accuracy and completeness cannot be guaranteed.
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