Charitable Giving: How to Make a Lasting Impact

Household CFO

In this episode, Benji and Shaun continue their discussion on tax planning with a focus on charitable giving. They cover three key areas; giving from tax accounts, giving from tax-advantaged accounts, and when you need to consider different giving strategies.

For more information, please visit www.forumcu.com/pcg

This material is provided for informational purposes only and is prepared without regard to the investment objectives, financial situation, or needs of any investor. The material is not intended, and should not be relied upon, as a source of any investment recommendation, makes no implied or express recommendation to hold, sell, purchase, or take any other action regarding a security, and is not an offer or solicitation for the purchase or sale of any security that may be a subject of the material. Investors must exercise their own independent judgment as to the suitability of a security or investment strategy.

Past performance is not indicative of future performance. All ratings and related analysis, as well as data, statistics, analysis, and opinions contained herein are solely statements of opinion and are not statements of fact or recommendations to purchase, hold, or sell any security or make any other investment decisions.

This material may contain “forward-looking” information that is not purely historical in nature. Such information may include, among other things, projections, and forecasts. There is no guarantee that any forecasts made will materialize. Reliance upon information herein is at the sole discretion of the reader.

The material is current only as of the date set forth herein. Forum Private Client Group has no obligation to update this material, or content set forth herein.

Please consult with a Forum Private Client Group financial advisor to ensure that any contemplated transaction in any securities or investment strategy aligns with your overall investment goals, objectives, and tolerance for risk. Please note that Forum Private Client Group, including its principals, employees, agents, affiliates, and advisory clients may take positions or effect transactions contrary to the views expressed in this communication based upon individual or firm circumstances.

© 2024, Forum Private Client Group. All rights reserved. Reproduction in any form is prohibited.