Shakespeare Wealth Management

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262-814-1600
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Year-End Charitable Giving Reminders

November 11, 2020 By Shakespeare

Year End Charitable Giving

By Brian Ellenbecker, CFP®, EA®, CPWA®, CIMA®, CLTC® 2020 has been a unique year in many aspects.  COVID-19 has created many problems, including delays in processing certain transactions.  As we approach year-end and you think about any final charitable donations you want to make for this tax year, it’s important to have a plan in place for making a timely donation.  Be sure that […]

Filed Under: Tax Planning, Uncategorized Tagged With: 2020, Brian Ellenbecker, cash donation, charitable donation, charity, DAF, deducting your gift, deductions, donation of property, donor advised funds, itemize deductions, qcd, qualified charitable distributions, Shakespeare Wealth Management

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Shakespeare Wealth Management, LLC®

N22 W27847 Edgewater Dr.
Pewaukee, WI 53072
262-814-1600

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