Charitable Giving Strategies and Tax Savings

 

Join Jay McGowan, Director of Financial Planning at Fi Plan Partners, on this educational vlog as he shares ways that charitable giving strategies can save you on taxes.

Charitable Giving Strategies That Can Save Taxes

  • Donor-Advised Funds
  • Gifts of Appreciated Stock
  • Qualified Charitable Distributions

 

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

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