Giving cash or other property to charity can accomplish many personal and financial planning objectives simultaneously.  The following are just a few of the general advantages of making gifts to charity:

 




 

  •  Enrich the lives of others
  • Increase your retirement income
  •  Result in a safer investment portfolio
  • Enhance your own (and your family’s) financial security
  • Reduce investment management aggravation
  • Provide financial security for incompetent family members
  •  Increase your income tax deductions and lower your tax
  •  Assist the charity of your choice, rather than a politician
  • Substantially reduce death taxes and probate expenses
  • Provide a lasting tribute to you or a selected family member
  • Assure you, your family, and the charity of financial privacy (or if you prefer, significant and positive publicity)

     


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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC.



Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS.  Kestra IS and Kestra AS are not affiliated with  Neil H. Gendreau, CFP®, ChFC or any other entity referenced herein.  



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