[Video] Optimized Giving: Best Practices Used by Families Seeking to Optimize Their Gift

Hendry Warren Partner, Jacob Milosek, alongside Sarah Macaluso of Mann Lawyers, joined friends at RBC to discuss what to consider when making a large donation to charity.

Highlights of this discussion include: Income tax basics related to charitable giving, will planning considerations and deciding between giving during one’s lifetime or through an estate.

You can watch the entire presentation on YouTube.

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