Giving with Purpose: How to Maximize Generosity

The holiday season inspires us to give, but how can we do so thoughtfully without compromising our financial goals? This blog explores strategies for aligning generosity with your financial plan, maximizing tax benefits, and creating a lasting impact. From understanding gift tax limits to choosing creative ways to give, you’ll gain actionable insights to make your giving purposeful and financially savvy. Plus, download our Smart Giving Checklist to guide your holiday generosity with ease and confidence.