In 2018, Americans gave more than $427 billion to charity, with more than 68% coming directly from individuals.*

Things to consider

Depending on your goals — whether you want to give as part of your estate plan or want to get more actively involved in giving now — there are different strategies and approaches to help simplify giving and make your money go further.

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Simplify your family’s giving

Rather than writing checks, consider Donor Advised Funds, which offers a simple giving solution that’s easy to set up.

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Leave assets to your favorite charities

With a Charitable Remainder Trust, you can still enjoy an income stream from the assets you gift to one or more charities.

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Align your portfolio and values

Want to do well while doing good? Let us help you to better reflect your environmental, social, and ethical values in your investments.

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Start a philanthropic legacy

Families with considerable wealth may want to explore making an even greater charitable impact through a private foundation.

*Giving USA, June 2019

What to ask your Janney Financial Advisor

  • How can I maximize my gifts to charities and organizations that I support?
  • What’s the most tax-efficient way for me to give?
  • How can we involve our children in our philanthropy to help them become more compassionate and engaged?

Talk with a Janney Financial Advisor

You don’t need to go it alone. Wherever you are on your wealth journey, we can build a tailored financial plan and make recommendations that are aligned with your best interest and unique needs, goals, and preferences. Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.

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