There are many ways to give back. Charitable giving can be as simple as making a cash donation to your church on Sundays or as sophisticated as a Charitable Remainder Unitrust.
You can take a tax deduction by giving cash to a charity, but that may not be the best way to make a donation. Reviewing your financial plan as a whole, we help determine what makes the most sense for you and your family.
At Key Financial, we help you decide what’s most important to you and how to best leverage your gift.