Planned giving can help your financial portfolio, while doing good for others in the world. When you provide meaningful financial support to the causes you care about, you have the potential for tax breaks.

On the latest installment of Wisdom and Wealth, Frank and Ryan explore the various charitable giving strategies and vehicles that can help get you started, as well as those strategies to enhance your existing philanthropic efforts to be more impactful.

We have another great episode that's packed with beneficial information! Enjoy!

Timecodes:

0:06 - Introduction and overview on the topic of the day

1:52 - Is there an interest in charitable giving these days?

3:28 - How wealth planning fits into charitable giving

5:01 - Where to begin if you're interested in charitable giving strategies

6:57 - The foundational methods that exist within charitable giving

12:51 - How private foundations work and who should be looking into this strategy

14:59 - Who you should turn to for guidance and support on charitable giving efforts

16:45 - The most important aspect within charitable giving

18:15 - How you can get in touch with Frank's team

19:22 - Closing remarks

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