Charitable Giving
Charitable Giving PDF Print E-mail

If you are considering charitable giving, whether it’s combined with your legacy or estate planning strategies, the potential tax benefits alone offer significant advantages. The rewards of doing something good for the community or for the charity of your choice are countless.

 

 

We can help you with several options, including:

  • Charitable Remainder Trusts (CRT)---income stream, tax benefits
  • Charitable Lead Trust (CLT)
  • Private Foundations---fund or gift to special interests, i.e. hospital endowment, college scholarship, children’s groups, etc.