Washington Trust Wealth Management’s Post

As you plan your charitable giving, the wealth advisors at Washington Trust Wealth Management can tailor tax-efficient strategies to your unique financial situation and goals, and determine which strategies work best in your customized financial plan.

Giving back is rewarding, and it can also lead to tax benefits. Discover how your charitable donations can make a difference on your return. 🌎lmlproservices.com 📱(786) 628-2651 👉lmlproservices.com/service #CharitableGiving

One of our favorite methods of charitable giving combining tax-smart strategies with significant impact, is through a donor-advised fund. This financial account allows individuals to contribute to their preferred charities and receive instant tax deductions. For further insights into donor-advised funds and how they can benefit you, reach out to your Encompass support team today! 📞(971) 371-3451 #encompasswealthadvisors #encompass #wealthmanagement #charitablegiving

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. https://bit.ly/47VcMpR #BrentwoodFinancial #FinancialAdvisors #WealthAdvice #FinancialServices

Giving to charities? Don't miss out on tax efficiency! Your generous donations could be more impactful with a tax-smart approach. In our latest episode, we unravel charitable giving strategies that cater specifically to business owners planning to sell their businesses. Stream it now, or download it for later: https://buff.ly/3Rhc1AG #TheFinancialCall #GuidedPath #TaxStrategy #CharitableGiving

Are you making charitable donations at year's end? If so, you should know about some of the financial "fine print" involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Read more here. https://hubs.ly/Q029Ky6f0 #Pekin #FinancialAdvisor