Charitable Giving

Charitable Giving
Charitable giving can play an important role in many estate plans.There are many ways to give to charity. You can make gifts during your lifetime or at your death. You can make gifts outright or use a trust. You can name a charity as a beneficiary in your will, or designate a charity as a beneficiary of your retirement plan or life insurance policy. Or, if your gift is substantial, you can establish a private foundation, community foundation, or donor-advised fund...

 

 
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Check the background of this financial professional on FINRA's BrokerCheck