Estate Planning

Charitable Giving

If you are passionate about a particular cause or organization, perhaps you are interested in charitable giving. You can make gifts of cash, stocks, bonds, real estate, or other assets in a variety of ways. There are many strategies you can include in your estate plan to accomplish your charitable goals, either during life or after death. Many of them can be put in motion during your lifetime, allowing you to see the benefit of your gift. Depending on how your planned giving plan is set up, it may also let you receive a stream of income for life or earn a higher investment yield. There are also opportunities to receive income tax, estate tax, or capital gains tax benefits.

We work with you to help you choose the best integrated planned giving approach and then help you implement that plan. Some of the options available to you include the following: charitable remainder trusts, charitable lead trusts, charitable gift annuities, endowment funds, donor advised funds, gifts of life insurance, and private foundations. Charitable planning leaves a loving legacy that can last for as long as you would like (even permanently in some situations) to help the organizations, people, or causes you value so dearly.

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