Don't Just Give, Give Smarter

When it comes to tax planning, there are few more emotionally charged decisions than those around charitable giving. People tend to have deep, personal attachments to the causes they support and may have been donating to their chosen charity for years or even decades. They see their donations as a vital way to give back to society and to feel connected to a broader community, whether it be on a local, national or even spiritual level.

Any good financial adviser understands that it's hard for clients to make a pragmatic cost-benefit analysis around such personal decisions. However, it's our responsibility to make