Charitable Giving
Helping you fulfill your vision of a better world.
A tax-efficient charitable giving strategy enables you and your family to support the organizations and causes you care about, both today and after you've passed on. It can also help you:
maximize current-year charitable tax deductions;
avoid capital gains taxes on the sale of appreciated securities, real estate, and private business interests; and
reduce the tax impact of Required Minimum Distributions.
Canby Financial's team of experienced fee-only financial planning professionals can work with you to explore various charitable giving options that align with your philanthropic and lifelong financial goals.
Contact us to learn more.
In this video, Chris Gullotti provides an overview of two tax-advantaged charitable giving strategies.
Qualified Charitable Distributions may enable seniors to reduce or eliminate annual Required Minimum Distributions from the IRAs.
Fine-tune your charitable giving by exploring ways to create and fulfill your philanthropic mission.
