Sentences with phrase «overall charitable giving strategy»
A Schwab Charitable ™ donor - advised fund account can enhance your overall charitable giving strategy, whether used alone or in conjunction with a private foundation, charitable gift annuity, or trust.
https://www.schwabcharitable.org/ Not exact matches
«It's one of the most advantageous tax strategies available to people who make charitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent publicharitable giving part of their overall financial plan,» says Jacqueline Valouch, vice president and charitable planning consultant with Fidelity Charitable ®, an independent publicharitable planning consultant with Fidelity Charitable ®, an independent publiCharitable ®, an independent public charity.
Further, only 42 % of Canadians would describe themselves as knowledgeable about developing a strategy for charitable giving, and just half (51 %) say they are knowledgeable on how to incorporate their donations into an overall financial plan.
What's more, you should consider the way your distribution strategy affects your overall financial plan, including your estate plan, charitable giving, and — perhaps most important — the level of diversification in your portfolio.