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Strategies For Impactful Giving

The Meaningful Money Personal Finance Podcast

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Don't Just Give to Charity

Remember too, the gifts to charities of 10% or more of your baseline amount. If you give at least 10% of the value of what's left to charity, your inheritance tax rate is reduced by 10%. For lifetime gifts, I say this, if I'm off to this once every couple of weeks to a client, keep good records. And that goes to charitable giving as well as giving to people or family.

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