Charitable Planning
Many clients are charitably inclined in one way or another. Charitable giving brings with it not only the pleasure of seeing your donations at work, but also some very attractive tax incentives and deductions. From the simple approaches to the more exotic, there are some exciting charitable giving/planning strategies available.
Mercury can help financial advisors determine the most appropriate strategy & help provide proper planning so clients can truly maximize the impact of their charitable gifts, and reap the tax benefits as well.
