CLICK ON AN ICON TO REVEAL MORE 05. Planned Giving Incorporating planned giving as a strategic component of your financial plan offers numerous advantages. It allows you to align your philanthropic goals with your financial objectives, ensuring that your legacy reflects your • Gifting and Tax Strategies values and priorities. Planned giving • Financial Gifting (Cash and/or Assets) can optimize tax benefits, potentially • Education: How to fund? reducing tax liability while supporting • Roth IRA’s for Children the causes you care about. You not • Qualified Charitable Distributions (QCD’s) only create a meaningful impact on • Caring for Elderly charitable organizations but also leave • Planned Giving Recommendations a lasting legacy that resonates with your personal values and beliefs. It's a powerful way to make a difference.