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The Woodward Financial Advisors Blog

Client Success Stories: Maximizing the Value of Charitable Gifts Thumbnail

Client Success Stories: Maximizing the Value of Charitable Gifts

We recently had the opportunity to know exactly where to hit the machine when a client recently approached us with a goal of making a significant charitable contribution in 2020, with the hope and expectation of making the same contribution for as long as they are able in subsequent years. After determining that they could do this without jeopardizing their other spending goals, we set about figuring out the best way to make their gift this year.

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