Watch Now: Navigating Charitable Giving

Recording Available!

In September's Wealth Strategies webinar, our trust and estate planning experts explored how you can support the causes you care about more effectively and meaningfully. 

What You Need to Know:

• Start with a Plan: Without one, decisions about your assets could be made by others, including the government. A clear giving plan ensures your wishes are honored.  
• Understand the Tax Impact: Smart giving begins with understanding how taxes affect your strategy, and how your strategy can affect your taxes. 
• Choose the Right Approach: Whether it's a charitable remainder trust, donor-advised fund, or qualified charitable distribution (QCD), the right giving strategy can help make every dollar count.

New tax legislation has introduced several changes to charitable giving rules this year, making it an ideal time to reassess which strategies best align with your goals. Our team can take a comprehensive look at your portfolio and help identify opportunities to make the greatest impact. 

Please don't hesitate to reach out with any questions. 

Additional Baird Insights on Charitable Giving

Baird Wealth Strategies is a monthly webinar designed to offer live education and insights on timely wealth management topics.

The information offered is provided to you for informational purposes only. Robert W. Baird & Co. Incorporated is not a legal or tax services provider and you are strongly encouraged to seek the advice of the appropriate professional advisors before taking any action.