Broker Check

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.

Featured Content

<p>A Taxing Story: Capital Gains and Losses</p>

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
Learn More
<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Learn More
<p>Inflation & Retirement</p>

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More