Give Your Best Gift

Tax-Wise Planning to Help Make the Most of Your Giving

What could be more rewarding than the feeling of giving – especially when you know it will help someone in a meaningful way with no strings attached?

If you plan your giving in a tax-wise way, you may be able to do just that.

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Giving Now: 3 Tax-Wise Questions to Consider

When you give, it's important to have a plan for how you'll give and to understand the tax implications of your strategy.

As you plan your giving, ask yourself these key questions:

  1. How will tax law changes affect my giving decisions?
  2. Should I give a lump sum rather than smaller amounts over the period of a few years?
  3. Can I leverage distributions from my retirement accounts to give more efficiently?

Giving Later: Plan Now to Maximize Your Gift

Be sure to consider the broader impact of your giving plan.

Are you prepared to pass on as much as you can to those you love after you're gone? The secret: Have a plan for how you'll move your assets.

A wisely crafted plan can help alleviate confusion for your beneficiaries, complex legal situations and unexpected tax consequences.

Our Financial Professionals Can Help

When you partner with an experienced financial professional, they can help you determine the most efficient way to plan your giving.

While they can't provide tax advice, you can count on them to help you sort through your questions and explore your options.1

Contact a Thrivent Financial professional today.

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