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Smart Giving, Lasting Impact: Charitable Strategies in Estate Planning

When it comes to estate planning, charitable giving can be one of the most meaningful ways to create a legacy that reflects your values. Beyond supporting causes that matter to you, charitable strategies can also provide significant financial benefits, such as reducing taxes, enhancing income streams, and ensuring more of your estate goes to the people and organizations you care about most.

John P. Hannon, III breaks down how to integrate charitable giving into your estate plan. You’ll gain clarity on the options available and how they can work in harmony with your family’s financial goals. Whether you’re passionate about philanthropy or simply want to make the most of your resources, this session will provide practical insights to guide your planning.

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Download the Slide Deck [1.09 MB]