Grunden Financial Advisory, Inc.’s Post

For investors 70½ years or older with IRAs, Qualified Charitable Distributions (QCDs) can be a win/win: minimizing your taxes while supporting your favorite charities. Here’s what you need to know:▶️ https://ow.ly/krhV50R47LC _______________ What we value is you.™ #WashTrustWealth #TaxPlanning #PersonalFinances

For many organizations, the past year or two haven’t painted a rosy picture of charitable giving. But we must confront these difficulties—downturns and any other challenges—head-on. This important article from our latest newsletter will help: https://bit.ly/3BJQf4x

This free webinar will cover year-end tax planning, focusing on charitable giving. We’ll show how a donor-advised fund can help you make wise decisions about which charities to support. You'll also see how you can use donor-advised funds to teach your children and grandchildren about philanthropy, and the important role they can play in planning your legacy.  https://trib.al/4DOALiE

Which plan is best for you when considering your charitable legacy? Read our summary of the differences and benefits of private foundations and donor-advised funds to learn which better suits your goals. https://hubs.ly/Q02wQsLH0

As we approach year-end, it's crucial for advisors to guide clients in making impactful charitable contributions. Exploring tax-efficient strategies can enhance generosity while maximizing benefits. A well-planned approach not only supports meaningful causes but also optimizes financial outcomes. Learn more about how to effectively navigate year-end charitable giving here: https://okt.to/fZjIAu

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #DAFDigest #Philanthropy

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy

Your wealth advisors at Washington Trust Wealth Management can tailor tax-efficient strategies to your unique financial situation and goals, utilizing planning tools to determine which strategies will yield you the highest tax benefit.

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy

Our DAF Digest for Advisors provides monthly insights on charitable giving and donor-advised funds (DAFs), helping you keep up with trends in giving as you work with clients to achieve their charitable goals. Sign up to receive the DAF Digest delivered monthly to your inbox. #ForAdvisors #Advisors #Philanthropy