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GIVING TO CHARITY? MAKE SURE IT'S IN YOUR PLAN
01/06/2017

In a recent CFP Board blog post, Joseph Kelly offers investors advice on how to integrate charitable giving into their financial plan. Whether it's a small gift or large endowment, contributing to charity requires planning. By understanding how planned giving works, people can more effectively donate to charitable causes. While donating to charity is important, evaluating your personal finances should factor into your decision to give. Once you've decided your donation amount, research philanthropic organizations to ensure a charity is both trustworthy and aligns with your values. In addition, you should follow the organization's protocols when providing contributions, such as mailing in a check at the proper time or donating online, to receive tax benefits ... HIGHLIGHTED EVENT: Want to learn more about investing? Attend an AAII Local Chapter Meeting near you ...

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A foundation partnering for the financial well-being of the public, the National Endowment for Financial Education (NEFE) evolved from and served as the parent entity of the Denver-based, non-profit College for Financial Planning, which was founded in 1972 as the nation's first financial planning educational institution. NEFE is the only private, nonprofit foundation wholly dedicated to educating Americans about personal finance and empowering them to make positive and sound decisions in order to reach their financial goals. NEFE is completely non-partisan, unbiased and focused on consumer education, providing a crucial voice against the rapid rise in unchecked consumer spending and debt accumulation.



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