Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you desire to give back to society (or a particular cause) as part of your legacy, there are many ways you can do so. 

Besides feeling good about giving back, a bonus of giving is that when you include sharing in your financial plan, you can make an impact while also receiving tax benefits. 

Jason shares six tips to help guide you as you work towards including philanthropic giving as part of your goals in your financial plan.

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