Tax Reform & Philanthropy:
Exploring Why and How You Give

Could tax reform affect your charitable giving?

Executive Summary

The new tax legislation affects donors and tax-exempt organizations alike, making substantial changes to philanthropy and charitable-giving provisions.

Key Points

  • Explore why you give with seven questions to help identify your reasons for making charitable contributions.
  • Review two charity-related provisions that could benefit itemizers.
  • Examine eight common philanthropic strategies and how they may be affected by the new tax laws.

Conclusion

Tax reform, for many, may have far-reaching financial implications. Now is an ideal time to discuss and discover your philanthropic goals and motivations to determine how best to make future donations.

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