Charitable giving can be a meaningful part of your financial planning. Now is the ideal time to put a charitable giving strategy in place to help you make the most of your donations.

Here are a few ideas to consider when creating a charitable giving strategy:

  • Philanthropic motivations and goals
  • Cash flow considerations
  • Asset selection when funding gifts
  • Charitable giving vehicles
  • Tax planning and deductibility

Take a moment to review the checklist, Issues to Consider When Establishing Your Charitable Giving Strategy.

If you answer “YES” to any of these questions, be sure to consult with your financial advisor as individual situations may vary. For more information, contact the PBMares Wealth Management team.

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PBMares Wealth Management