<ul><li>Integrating philanthropy into your financial plan can help you support causes you care about while securing your financial future.</li><li>Start by identifying the causes that reflect your values, making your donations more meaningful and easier to follow through.</li><li>Utilize tax-advantaged giving strategies like Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and Charitable Remainder Trusts (CRTs) to maximize impact and savings.</li><li>Create a charitable budget, allocating a portion of your income for giving, and involve your family in the process to foster shared values and a charitable legacy.</li></ul>

Give Back While Building Wealth: Cindy Giovacchino on Integrating Philanthropy Into Your Financial Plan

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