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Charitable Giving

Charitable Giving

by Bold Barrel Financial | Dec 14, 2024 | Blog, business owners, DRAFT, Family, farmers, financial advice, financial planning, insurance, Professionals, retirees, tax

Why do individuals give to charity: ● Leave a legacy ● Essential to organizations ● Meaningful tax relief for contributors There are many ways to give and lots of potential tax savings: 1. Simple Cash Gifts – Charitable tax credit 2. Gifts in Kind –...

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Mutual Funds and some Segregated Funds provided by the Fund Companies are offered through Worldsource Financial Management Inc., sponsoring mutual fund dealer. Insurance Products offered through Kevin Schuster. Other Products and Services are offered through Bold Barrel Financial Inc.

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