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Philanthropy
Philanthropy
Investor Services
Charitable giving can help you further the causes you're committed to, achieve important financial goals and save on taxes. Now may be a good time to think about incorporating charitable giving into your overall financial plan.
We offer several strategies to help you make the most of your charitable gifts. They include: Charitable Trusts, such as charitable remainder trusts and charitable lead trusts; the Morgan Stanley Smith Barney Global Impact Funding Trust, a donor-advised fund; and Private Family Foundations.
Not sure which strategy is right for you? Or would you like help selecting a nonprofit organization to direct gifts to? Perhaps you want guidance on formulating a philanthropic strategy and integrating it with your financial and estate plan. We offer philanthropic advisory services to help you with all these issues and more.
Read about ways to gift assets in our guide, Giving Back: Techniques for Charitable Giving.
Morgan Stanley Smith Barney LLC, its affiliates, and its employees are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the "promotion or marketing" of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
For more information, please contact your Financial Advisor.