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Charitable Giving Strategies

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 complimentary consultation to review your charitable giving strategies today.

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

Please consult with your tax and/or legal advisor before implementing any tax and/or legal related strategies as IFP does not provide tax and/or legal advice.

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