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| Charitable Planning |
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- 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."
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Charitable Gift Annuity |
- Transfer assets to charity
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- Charity sells assets and reinvests for greater return
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- Charity pays no capital gains tax on the appreciation at the time of sale
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- Receives income tax deduction
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- 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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