Echoes Series on Legacy Planning: Philanthropy & Generosity

In this episode of our Echoes Series on Legacy Planning, we explore the nuances of charitable giving and share insights on how philanthropy can be both impactful and financially advantageous.

Mike Gassewitz, CEO of TriCert Financial Group (TriCert), welcomes Dylan Domanico, MAcc, CPA, CA, LPA, CFP®, a partner from one of TriCert's affiliated CPA firms, and Oliver Lee, BMath, head of TriCert Insurance Agency, to discuss tax incentives and strategic approaches to donations. They explain how you can maximize your charitable impact through various methods such as cash gifts, in-kind donations, and life insurance.

This episode provides general information on integrating charitable giving into legacy planning. It aims to enhance your understanding of the tax benefits associated with charitable donations and offers practical strategies to consider when planning your philanthropic efforts.

 

Recorded on May 16, 2024