Helping you remove the hassle of properly coordinating all of your financial affairs, so you can live a happier life and enjoy retirement.
An overview of pooled income funds and how they can be used to support charitable goals while generating income.
What you’ll learn:
- How pooled income funds work
- Tax advantages of charitable planned giving strategies
- How giving and income planning can work together
- When this strategy may be appropriate
Who it’s for:
Individuals and families interested in charitable planning, legacy giving, and tax-efficient strategies.
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