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Financial Planning > Charitable Giving

Are you maxing out on charitable giving? [Infographic]

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Charitable giving is not only a “good” thing to do; it’s smart for retirement planning as well.

The good news: The basic premise behind the gifts is that a contributed asset’s principal can be valued separately from its income.

In the following examples, we provide information on charitable gift annuities and giving among different generations.

Take a look at the infographic below and see also: