Say Goodbye with a Smile

Today is Giving Tuesday (December 2nd)!

I'm giving a special "shout out" to Backyard Breasties https://www.backyardbreasties.org/ They support women going through breast cancer treatment by tending their gardens and pet sitting. I urge you to support their organization, too!

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If you are planning to make a significant donation, it’s critical to confirm your giving strategy aligns with your long-term legacy goals and tax plan.

To ensure your generosity is maximized, we encourage you to review the replay of "Legacy & Philanthropy: Maximizing Your Charitable Impact for Generations."

We specifically broke down strategies that save you money while boosting your cause. Here are those three key takeaways again:

Strategic Giving is Key: It must be integrated into your overall financial plan to maximize your impact and tax benefits.

The Power of Non-Cash Assets: Giving appreciated assets (like stocks or real estate) often provides far greater tax advantages than giving cash alone.

The Role of Legacy Tools: Tools like Donor Advised Funds (DAFs) and Charitable Trusts can help you make a perpetual philanthropic impact that extends across generations.

If you’re ready to discuss a personal strategy for your giving, I am offering a complimentary, no-obligation conversation to review your goals. https://api.leadconnectorhq.com/widget/booking/S26mAC1UoFMc1F1Lnn36

Watch the full replay here! https://youtu.be/6G-OMej5Sr0

All the best,

Eric (E. Walter) Smith

www.TheEWSFinancialGroup.com

404.721.2338