Skip to content
  • About
  • Services
  • Blog
    • In the Media
  • Online Classes
  • Get In Touch
Menu
  • About
  • Services
  • Blog
    • In the Media
  • Online Classes
  • Get In Touch
Schedule A Consultation

Charitable Gift Tips – It’s Not Too Late (but close!)

Financial Education, Personal FinanceBy Kristi SullivanDecember 19, 2022

Yes, 2022 is quickly drawing to a close, but it’s not too late to help those non-profit organizations you love. Here are three quick tips for making the most of your charitable gifts for taxes. If you are age 70 ½ or older, you can take advantage of Qualified Charitable Distributions from your traditional IRA.…

Facebook-f Twitter Linkedin
Best Financial Advisors in Denver

Quick Links

  • Contact
  • Fee Only Financial Planning
  • Frequently Asked Questions
  • Online Financial Planning Classes
  • Schedule A Consultation
  • Financial Planning Calculators

Learn a little, laugh a lot. Subscribe Here

DISCLOSURE: This website is intended for general education purposes only and the information is not personal investment advice, tax, or legal. Opinions expressed are subject to change without notice and are not intended to predict the future performance of markets. Quoted information is believed to be current and truthful at the time presented. Sullivan Financial Planning, LLC is a registered investment adviser in the state of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. By using this website, you acknowledge the terms of our Privacy Policy and ADV

© 2022 Sullivan Financial Planning

Website designed by Be Digital Marketing Co. 

Go to Top