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December 19th

Financial Gifts, Charitable Contributions, Creative Experiences: Unique Gift Ideas for Loved Ones

This Christmas season, rethink the way you give! Whether it’s financial gifts, charitable contributions, or unforgettable family experiences, we’re sharing three creative ways to make your generosity meaningful and impactful.

From maximizing tax-free financial gifts to planning memorable family outings, this video will inspire thoughtful gift-giving that strengthens connections and leaves lasting impressions. Watch now and discover how to make this year’s holiday gifts truly special!

What is a Donor Advised Fund?

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.