Carolina Financial Partners & Associates, LLC

CONNECT

Address:

452-A Matthews-Mint Hill Rd
Matthews, NC 28105

Phone:

704-845-1058,Toll Free: 1-800-439-0188 ,Mobile: 704-771-3747

Fax/Other:

980-339-3770

Charitable Gift Planning

Several of our clients have inquired about the best solutions for charitable giving.  Though they clearly know the reasons why they want to give, it’s often times difficult and overwhelming to decide which charitable gifting strategy would be best for them.  Should they give cash, securities, retirement assets or even land?  Should the gift be made directly from them, through a trust, while they’re alive or after death?  Charitable giving can have many income and estate tax benefits if planned out properly.  Strategies can be designed to help you maximize these benefits for your estate, while also allowing you to further support the organizations you're passionate about.  If designing a charitable gifting strategy is something you’d like more information about, we encourage you to contact us by clicking on the "Contact Us" link to the right.  We would be glad to show you your options and help you design a charitable gifting plan that's right for you.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck