Money Guide With Mary Sterk

Many of our clients give to charitable organizations - both for personal satisfaction and for the tax deductions. In this episode of "Money Guide with Mary Sterk", Mary shares ways to create positive impact on the world and on your tax return with your giving. Topics include: Standard Deduction 501(c)(3) Gift-stacking Philanthrophy Itemization Donor Advised Fund Estate Planning Will Beneficiary Giving Strategy If one of the things on your bucket list to do before the end of the year is to get a giving strategy in place and see how that might impact your taxes, give one of our advisors a call! www.sterkfinancialservices.com/p/contact Subscribe to the “Money Guide with Mary Sterk” podcast on apple podcasts: podcasts.apple.com/us/podcast/mone…rk/id1126426770 Schedule an appointment with one of our advisors today! www.sterkfinancialservices.com/p/contact