Can You Ace This Charity Quiz?

  With the end of the year upon us, many clients focus on doing good through charitable donations. Throughout the year, in fact, charitable giving can be a win-win: Not only are clients doing good, but their contributions can be a valid financial planning tool as well. The opportunity for a tax deduction is a common planning benefit of charitable giving. It can also help with managing required minimum distributions, portfolio rebalancing and estate planning, among other opportunities. Here, in quiz form, are seven ways charitable giving can be a versatile planning tool.