Charitable Planning

Do you have any charitable vehicles in place, such as a private foundation or donor-advised fund? Donor advised funds offer a flexible alternative to meet your charitable giving goals. They allow for simple, strategic and tax smart charitable giving at your own pace. Charitable giving has traditionally been reserved for the holiday season and approaching tax deadlines. These deadlines can lead to hasty decisions. Talk to us about your charitable planning needs. We can help you prepare.

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SignalPoint Asset Management does not render legal, accounting or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. Investment advisory services are offered through SignalPoint Asset Management, an SEC registered investment advisor. Information contained here is for informational purposes only and is not to be considered investment advice.