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Alpha Wealth Management & Planning, LLC

Creating a Legacy

For many, giving to charity changed when the standard deduction was increased a few years back. These changes made it more advantageous to give larger gifts or to set up a charitable account. A Donor Advised Fund is just one of the many different accounts investors can open to donate money & appreciated investments to causes they believe in while being tax advantageous.

 

https://www.nerdwallet.com/article/finance/how-to-make-the-most-of-new-rules-for-charitable-giving?trk_location=ssrp&trk_query=charitable%20gifting&trk_page=1&trk_position=5