RosenbaumFinancial

Charitable Giving

Many of you have worked years on behalf of specific charities or religious institutions. You may wish to consider how you could include these organizations in your estate plan to assist them and/or endow your annual gift.

Giving is enormously beneficial to your community. And it can have tax and income benefits to you while you're alive.

What strategies have you considered that would help you meet these objectives?
Would you like to establish a charitable foundation?
Did you know that you could use life insurance to fund charitable gifts?

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Year End Charitable Planning >>

Gifts of Life Insurance >>

Securities and advisory services offered through Ameritas Investment Corp. (AIC), member FINRA/SIPC. AIC and Rosenbaum Financial, LLC are not affiliated. Licensed for insurance sales in CA, CO, DC, HI, ID, MD, OR, TX and WA. Licensed for securities sales in AR, CA, CO, DC, HI, ID, IL, OR, TX and WA. This is not intended as an offer of services or a solicitation of sales in any jurisdiction where we are not licensed or the products described are not available. As with any security, request a prospectus from your representative. Read it careully before you invest or send money.