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Elevated Wealth Partners | Mar 15, 2022

Charitable Giving: Doing Your Due Diligence

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Tax Planning

Considering donating to a cause? There's a few things you should check first.

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Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. (http://finra.org/ | http://sipc.org/)

The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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