For HNW clients, charitable giving is an integral part of a comprehensive wealth strategy.
With younger generations, like HNW Gen X and Millennial investors, increasingly prioritizing giving, a well-planned strategy becomes even more crucial.
HNW donors can save on capital gains taxes and receive an income tax deduction by donating appreciated securities.
The pandemic has amplified the significance of charitable giving.
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Employers For Childcare Charitable Group (EFCG), a Lisburn-based charity, has been crowned top Social Enterprise at the Ulster Final of 2014’s Ulster Bank Business Achievers Awards. EFCG seeks to “make it easier for parents with dependent children to get into work and to stay in work.”