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Charitable Giving and Planned Philanthropy

If charitable giving is important to you, it should be a part of your financial plan. Giving responsibly requires discipline and the ability to determine whether your values reflect the mission of a charity.

While charitable giving is a matter of the heart, developing a prudent strategy will ensure your money and efforts are put to good use. Managing your donations requires foresight and an understanding of how market forces interact with charity and your giving potential.

Download this guide to gain healthy financial advice around giving in your retirement.

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Planning your giving allows you to keep track of your donations and gives you the confidence your gifts are going to worthy causes. The financial market can get clouded by a fog of complicated tax rules and legal hurdles.

Careful monitoring and well-devised strategies empower you with the knowledge that your gifts are reaching their intended targets; you can rest easy in knowing you are accomplishing your charity goals when you have a thorough plan in place.

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