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S T R O N G
LEGACY PLANNING

betsy strong
 

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Elizabeth Strong, MBA, CFP
Strong Legacy Planning
(415) 442-8324

 

 

Charitable Planning
 
  • Assistance with charitable strategies to fulfill charitable goals or as a tax reduction strategy.
  • Education on various trusts that allow donors to accomplish charitable, income and tax reduction objectives.
  • Introductions to community foundations as vehicles to accomplish charitable goals and have lasting impact.
  • Coordination with the Heritage Process to assist each generation with the opportunity to leave a "family legacy."
Donor   Charitable Gift Annuity
  • Transfer assets to charity

  • Charity sells assets and reinvests for greater return
  • Receives annual payout

  • Charity pays no capital gains tax on the appreciation at the time of sale
  • Receives income tax deduction

  • Charity pays a fixed dollar amount established at the time of the gift each year for the lifetime if the beneficiary
 
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Financial planning for families and business owners.

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