On the last Thrive For[e]ward Podcast, we talked about gifting, as in giving a physical gift which comes with overspending.

In this episode, we're going to talk about giving a gift of monetary value and the smartest way to give to charities and give to families at the end of the year.

This is the time of year I get so many questions about giving from my clients, so if you, or someone you know, is in the thought process of wanting to give, whether it be a monetary gift to a family member, children, or grandchildren, what is the best avenue to give those gifts?

What limits do you have?

And then if you're going to give to a charity, what are your options?

What does that look like?

As always we love when you share our content so that more individuals can learn and feel empowered from a financial space.

The website mentioned in this episode:
CharityNavigator.org
Shows how much of your donation goes towards the charity's cause

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Securities offered through LPL Financial, a member of FINRA/SIPC. Advisory services offered through Advisors' Pride, a SEC registered investment advisor. LPL Financial, Advisors' Pride, Forethought Planning and the guests of Thrive For[e]ward podcast are separate and unaffiliated parties. Lisa Harris and Lisa Harris & Co are not affiliated with Forethought Planning, Advisor's Pride, or LPL Financial. The views expressed here are those of the participants, and not those of Forethought Planning, Advisor's Pride, or LPL financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. LPL Financial and Forethought Planning do not offer legal services.