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Charitable Gifting Strategies

How do you give back? Our advisors are here to help you develop a well-structured and tax-efficient charitable gifting strategy if you are interested in giving philanthropically. We are here to provide guidance on various giving options, help you optimize tax benefits, and ensure that your philanthropic efforts align with your broader financial goals. At CorePath, we offer ongoing support and monitoring to adapt your charitable gifting strategy as your financial situation or philanthropic goals evolve over time.

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