News Summary

• Every contribution, no matter the size, helps shape the kind of world we want to live in.
• A financial adviser can help you determine how much you can give comfortably, identify tax-efficient strategies and ensure that your generosity complements your retirement and estate planning objectives.
• Donating publicly traded securities or mutual funds allows you to avoid capital gains tax while maximizing the value of your donation.
• Children often focus on financial gifts, but a more enduring legacy comes from showing them how to use money for good.