As we wrap up 2023, many people are (or should be!) double checking to make sure they fulfilled their charitable giving intentions. While it's easy to drop some cash in the bucket or click a donate button on a website, Stacey is sharing some other ways you may want to consider giving that may benefit your tax position and do not cost the organizations you're giving to either. Remember that some of these methods do take a bit of extra time and you'll need to take that into consideration for year end gifts!
Envision Financial Planning. 5100 Poplar Avenue, Suite 2428, Memphis TN 38137. (901) 422-7526, This communication is strictly intended for individuals residing in the United States. Advisory Services offered through Envision Financial Planning, a Registered Investment Adviser.