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charitable tax strategies

There are numerous strategies involved in charitable giving and it is important to determine which one is right for you and your family.

Our experienced professionals will analyze these strategies along with the ever-changing tax laws to ensure your plan is as tax efficient as possible while still maintaining your financial security. We’re here to help you identify the best assets to give and when.

Services Include:

Whether you have already begun fulfilling your charitable goals or are just starting the process, DHJJ Financial Advisors provides a complete range of charitable planning services.

  •  Identify the most Efficient Asset to Give
  • Tax Strategies to Maximize Charitable Giving
  • Combining Charitable Planning with your Overall Estate Plan
  • Outright Gifts to Charity
  • Donation of Required Minimum Distributions from Traditional IRA plans
  • Donor Advisor Funds
  • Private Foundations
  • Charitable Trusts

To discuss how a DHJJ Financial Advisor can help you create and implement the ideal charitable plan, please call us at 630 420 1360.

*Please View Our Written Disclosure Brochure For Additional Information About DHJJ Financial Advisors, And Also Please Review Our Important Disclosure Information.

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