Gratitude + Gifting Strategies

With the holidays comes a season of giving, and sharing your wealth with those you love or causes you hold dear to your heart can make for a pretty fantastic, maybe even life-changing, gift.

You can help a loved one purchase their first home, pay for college, or ensure the charity of your choice receives a boost in funding.  

In this episode, I share fun and creative gifting strategies and what you need to know about charitable giving.

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Step 1:  How will You Spend Your Time?

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Step 3:  Putting it all Together

 

Connect with Danette Lowe, CFP^®

https://linktr.ee/trunorthwealth

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Episode Summary:

Remember that you always want to verify if the organization you donate to is a qualified charity and has a valid 501(c)(3) IRS designation, and that you’re following all rules and regulations tied to monetary gifts for family and friends. And, of course, always speak with your CPA or your financial advisor about any large sum gifts you plan to make.