Charitable Giving Trends & Tax Incentives for 2020

5 Tax-Efficient Giving Strategies to Maximize Your HNW Clients’ Charitable Giving

Individuals, like your HNW wealth management clients, are stepping up to support their favorite charities’ vital services. And, as an advisor, you play a trusted role in guiding their charitable giving strategy to maximize their donations. 

Complete the form below to download 2020's trends and most tax-effective charitable giving strategies.