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Charitable Giving

Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets and the reduction or elimination of estate taxes on the charitable contribution upon your death.

With changes in the tax environment, there may be compelling reasons to integrate philanthropy into your financial and estate planning.

We can refer you to a qualified professional to help you decide if this is a good option for you. 

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To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@weissmerklefinancial.com or call us at 515-278-4110 today!

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

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  • This guide is for informational purposes only. It is not intended to provide tax or legal advice. By requesting this guide you may be provided with information regarding the purchase of insurance products in the future.

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