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Charitable Giving Strategies

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Charitable Giving Strategies

Charitable Giving Strategies Madison, Wisconsin

Are you passionate about a charitable cause? Your generous donation is a win for them. But if you play your cards right, it can be a triple-win for you.

Our charitable giving strategies can help you maximize your:

  • Charitable contributions
  • Money-saving tax breaks
  • Sense of goodwill

Through a combination of traditional tax strategies and investment management, you can execute your philanthropic vision while benefiting your favorite causes, your portfolio, and your psyche.

Make a difference – and feel great about it. Call 608.213.1968 or reach out to us online to schedule a no-fee consultation to review your charitable giving strategies today.

Looking for more tax planning strategies? Check out our income and estate tax planning services here.

Contact Us

If a more defensive approach to wealth management intrigues you, let’s talk.

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Our Philosophy

We make bold moves to protect your assets from inevitable crashes.

Check out our playbook.

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1228 E. Washington Ave.
Madison, WI 53703​
P: 608-213-1968

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor. IFP and Canary Wealth Strategies are separate entities from LPL Financial. 

The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: IL, WI.

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