Planned Giving integrates your vision of philanthropic giving with your financial and estate planning goals. The total package allows you to enjoy tax and financial advantages and give to charity – a win-win. Begin the process by meeting with a qualified advisor – a qualified attorney, financial advisor and/or accountant, or a combination thereof – to discuss your personal financial and estate planning goals for you and your family. Once your priorities are established, we can explore your charitable wishes and assist you to evaluate possible gifts to charity that may be financially advantageous because they create a current stream of income and/or immediate income tax advantages.
Planned Giving can be structured in a various ways. Some a simple as an outright gift now or at death. Charitable gifts can create income tax deductions and income streams for you. More involved structures include installment sales and charitable trusts. We can assist you with establishing the desired structure to meet your goals.