Strategic Giving Starts Here

The Smart Giving Playbook

Save More & Do More Charitable Giving Guide

 

Your generosity already changes lives. But with a few smart strategies, you can make each gift go even further—both for the causes you care about and for your financial future.

The Smart Giving Playbook covers 7 of the most effective giving strategies used by thoughtful donors to:

  • Reduce their tax burden

  • Support causes more consistently

  • Plan giving around life and legacy goals

  • Avoid common pitfalls with large gifts or appreciated assets

  • Increase confidence in each donation decision

This isn’t about giving more. It’s about giving better.

3D Thumbnail Mock up Gift Giving Guide LEFT small

 

Discover how to give with greater impact—and greater tax efficiency.

Fill out the form to get the guide. 

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Assembly Wealth (“Assembly”) is an SEC registered investment adviser; however, this does not imply any level of skill or training and no inference of such should be made. The opinions expressed herein are as of the date of publication and are provided for informational purposes only. Content will not be updated after publication and should not be considered current after the publication date. We provide historical content for transparency purposes only. All opinions are subject to change without notice and due to changes in the market or economic conditions may not necessarily come to pass. Mention of a security should not be considered a recommendation or solicitation to purchase or sell the security, and any securities mentioned may be held by Assembly for client portfolios.

Information presented represents an opinion as of the date published and should not be considered an investment recommendation. Assembly does not become a fiduciary to any listener, reader or other person or entity by the person’s use of or access to the material. The reader assumes the responsibility of evaluating the merits and risks associated with the use of any information or other content and for any decisions based on such content.