Giving & Legacy

As we approach the end of the year and the season of generosity, it is appropriate to address the topic of gifting. Gifting money and assets is not as straightforward as it may seem.  Assuming you will receive a tax deduction for charitable contributions is often incorrect and can result in a reduced charitable contribution than otherwise intended.  

 

Also, there’s no hard and fast rule that you must give to 501(c)(3) organizations.  Sometimes effective giving means looking beyond the tax savings so see how you can effect the most good for the people around you.  Join Ben and Brent as they delve into this subject and we hope you glean a thing or two from the conversation. 

 

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About your Hosts

 

Ben Jones

Managing Director, National Wealth Management Group

www.nwmgadvisors.com 

Author, www.karastick.com 

@thekaratstick

https://www.linkedin.com/in/ben-nwmg/

 

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Brent Gargano, CFPⓇ

Founder & Advisor, Infinite Wealth Planning 

www.infinitewealthplanning.com

linkedin.com/in/brent-gargano-cfp®-2067b573

 

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Editor

Trevor Gargano

Trevor@nwmgadvisors.com

https://www.linkedin.com/in/trevor-gargano-72727b67/

 

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Disclosure:

 

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. 

 

Securities offered through LPL Financial, Member FINRA & SIPC..  Advisory services offered through National Wealth Management Group, LLC a registered investment advisor and separate entity from LPL Financial.