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      "text": "Source: UBS. For illustration purposes. Strategies are subject to individual client goals, objectives and suitability.",
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      "text": "Please see Seasons of Planning: Fall, ubs.com/benefitsinsights, and Give to others, not the IRS for more information.",
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      "text": "Gift giving: Put stocks in stockings, give while you live (lifetime transfers), help with education costs (529 plans).",
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      "text": "Open enrollment: Choose health insurance, review disability/life insurance, review equity compensation, automate savings.",
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      "kind": "list",
      "text": "Philanthropy: Use QCDs to donate efficiently, give now/grant later (bunching gifts via DAF).",
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