Making the Most of Charitable Giving Before and After Retirement

Charitable giving provides families with an opportunity to build a legacy and meaningfully impact the causes most important to them, but effective charitable giving requires a smart strategy. When and how you give makes all the difference.

Effective tax planning can ensure a larger portion of your donation goes toward moving the needle on the philanthropic priorities that matter most to you and your family. The right approach can be a win-win for both donors and causes.

With these shifts in mind, here's a fresh look at the