Planned charitable giving can significantly enhance the value of a gift to a charity and fulfill the personal will. There are a number of strategies that we can help you implement that will allow you to make gifts that costs in the most tax-efficient way.
Planned giving means making a charitable gift that maximizes the benefit to the charity and also the tax and Estate planning benefits associated with the gift. Making these gifts can be one-time gifts or a series of donations which can be made while you are living or thru your Estate.
We can provide objective and independent advice that will be tailored to your situation. We can assist in determining your goals and then recommend strategies that maximize the effectiveness of your strategy such as cash gifts, gifts in kind, gifts and or permanent life insurance policy on death.