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Charitable Giving

Davis Wealth Management can assist you in integrating a charitable giving strategy into your financial portfolio. Charitable giving is a great deed, and also a powerful tool to create financial well-being for you and your family. Used strategically, it allows you to give to the causes and organizations you wish to help while minimizing both income and estate taxes.

To learn more about how our charitable giving can reduce your estate and income taxes, call us at (888) 360-3006 to schedule your complete planning review.