GiveIQYour Best Interest

A few questions about your giving

Ranges are fine.

About how much do you give a year? How do you usually give now?

Cash or checkAppreciated stockFrom my IRA (QCD)Donor-advised fund

Your age Are you taking required distributions (RMDs) from an IRA?

No / not yetYes

Do you have a taxable brokerage account with investments that have gained value?

No / not sureYes

Your federal tax bracket roughly

Under 22%22 to 24%32 to 35%37%

What state do you live in? state taxes change the math a lot What are your giving goals? pick any

Steady annual givingA large one-time giftA legacy bequestA business-sale windfall

Legacy Retirement Talk to a Planner

Service Is Our Most Valuable Asset!

Your Best Interest Financial Services, Inc.
100 Springbrook Boulevard, Aston, PA 19014
Phone 610-485-1010 | Fax 610-485-0590
Check the background of these investment professionals on FINRA's BrokerCheck.
Securities offered through Invicta Capital, LLC. Member FINRA/SIPC.
Advisory services offered through Invicta Advisors, LLC.
527 Cedar Way, Suite 101, Oakmont, PA 15139 | 412-349-8684
Your Best Interest Financial Services, Inc. is not affiliated with Invicta Capital or Invicta Advisors.
An educational self-assessment, not financial advice.