Charitable giving may play an important role in your financial plan. Everyone has their own reasons for gifting assets to charity. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune. Many of the institutions of art, sciences, and education are supported in large part by those who want to give back in appreciation for their contributions to the community or the individuals themselves.
Presently, the tax code offers incentives for gifting to a qualified charities. While we would never recommend giving to charity solely for the tax benefit, we do work with our clients to ensure they maximize available tax saving opportunities with their gifts. Gifts can be made during your life time or at death through your estate plan. Depending on your preference, we have the experience and knowledge to find the right strategy for you.
Here are some examples:
We'll work with you to determine: