Charitable Giving Isn’t Just for December

‘Twas the season of giving this past month – but if you missed the mark at year-end, it’s never too early to start a gifting strategy in the New Year. Before you make a donation to your favorite charity or give money to your church, be sure to talk to your financial advisor.

Depending on your situation, the new tax law could change the way you should give to charity. The standard deduction was raised to $24,000 and the state and real estate tax deduction was limited to $10,000, so unlike recent years where you may have been able to deduct charitable donations, it’s now more difficult to reach the threshold in order to itemize deductions.

However, hope is not lost. Marshall Financial Group assists clients year-round to create financial plans that incorporate tax planning and charitable giving so you’re well-equipped when the holiday season rolls around. Our CFP® professionals will provide gifting strategies, such as donating through your IRA or opening a Charitable Donor Advised Fund to meet your individualized needs.

To contact an advisor today, click here.


Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.   This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services.  Investing involves risk, including risk of loss.  References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index.

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