Broker Check

Charitable Giving and Its Role in Planning

You, our clients, often work with charitable and religious organizations whose work and impact you highly value. You often desire this impact be assured through gifts created in your estate plan. We recognize this desire presents important planning opportunities to maximize retirement income and present income tax and capital gains tax savings of considerable value.

The use of Charitable Income Trusts, Charitable Remainder Trusts, and the gift of the appreciated property add substantial value and reliability to planning. The earlier we identify this objective, the more creative and effective planning is. Whether a gift involves real estate, closely held stock, publicly traded stock, or other assets, this key piece of your overall objective should be handled with the import it deserves.


Have a Question

Thank you! Oops!