JCF Money Matters: March 2021
You can perform tikkun olam while also saving on taxes. And the JCF is here to guide you in the process.
In the latest issue of the Jewish Community Voice, the JCF’s Money Matters column takes stock of the economy and provides three timely tips to consider this tax season, including:
Opening a donor advised fund;
Leaving a legacy gift in your IRA, life insurance policy, or checking account, and;
Initiating an IRA qualified charitable distribution
If you have any questions about your philanthropy or wish to get started now, we welcome the chance to work with you and your trusted tax advisor to ensure we meet your goals.
To set up a no-obligation consultation, please contact us today at 856-673-2560.