2020 Charitable Giving

Go Back

As 2020 comes to an end, we look forward to what 2021 will bring.  We hope more happiness, less uncertainty, stronger relationships, and more time together will take place.  With only a few weeks left in 2020, we would like to remind you there are some steps you can take to make the most of this year financially.

Gifting to Family Members

Gifting to Charity

Tax

These are just a few examples when it comes to planning strategies.  The planning team at Acumen is here to help if you have any questions.  Please remember that due to increased processing times, we need to execute any strategies well before year end to ensure they are processed in time. Smart financial decisions year after year help increase the probability of financial success.  As Warren Buffett says, “The more you learn, the more you earn.”

Thank you for working with us and stay safe!

To learn more about how Acumen can help you Invest Intentionally®, please contact us.

 

Sources:

https://nonprofitssource.com/online-giving-statistics/

https://givingusa.org/giving-usa-2020-charitable-giving-showed-solid-growth-climbing-to-449-64-billion-in-2019-one-of-the-highest-years-for-giving-on-record/

 

This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice.  Any opinions expressed in this commentary should not be considered as fact.  All opinions expressed are as of the published date and are subject to change.  Information contained herein is not and should not be construed as an offer, solicitation, or recommendation to buy or sell securities.  Investments in securities involves risk, will fluctuate in price, and may result in losses.  The information has been obtained from sources we believe to be reliable; however, no guarantee is made or implied with respect to its accuracy, timeliness, or completeness.  It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation.  Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results.  Do not act or rely upon the information and advice given in this publication without seeking the services of competent and professional legal, tax, or accounting counsel.  Any projections, targets, or estimates in this report are forward looking statements and are based on the firm’s research, analysis, and assumptions.

Acumen Wealth Advisors, LLC® is a Registered Investment Adviser.  Advisory services are only offered to clients or prospective clients where Acumen Wealth Advisors, LLC® and its representatives are properly licensed or exempt from licensure.  Past performance is no guarantee of future returns.  Investing involves risk and possible loss of principal capital.  No advice may be rendered by Acumen Wealth Advisors, LLC® unless a client service agreement is in place.

Sharing is caring!