FREE GUIDE

Many people are charitably inclined but need help aligning their resources, priorities, and philosophy. Some need guidance as they determine what, when, and how to give to charitable organizations. By analyzing your unique situation, you can identify opportunities to optimize the impact of charitable gifts.

The Upleft Financial Waypoint Series exists to help you work through financial life events.

This flowchart helps you consider and implement a charitable giving strategy. It covers:

• Philanthropic motivations and goals

• Cash flow considerations

• Asset selection when funding gifts

• Charitable giving vehicles

• Tax planning and deductibility