For most families, philanthropy provides many opportunities. For some, it is a way to fulfill social responsibility. For others, it is a way to bring their family together for a common cause and teach the result of “doing good”. We work with our families to coordinate meetings with the charity of their choice, help expose the benefits of philanthropy, and help implement the gifts. Planned gifts should work to accomplish specific goals. We work with our families to create a philanthropic plan that will provide benefit to all parties involved.
We Work with Our Families
Some Questions to Consider
What type of property do you want to give (cash, stocks, real estate, etc)?
To whom do you want to give?
Do you want the gift to take effect during life or at your death?
Do you want to be involved in deciding how the gift is spent?
Do you want to keep interest in the property that you give?
While charitable giving provides great personal satisfaction, helping those in need, those who give to charity can also benefit financially. In the year gifted, a gift can result in a significant income tax deduction and it may also reduce capital gains and estate taxes. In order to enjoy these tax benefits, the IRS provides very clear qualifications. Our team of experts provides guidance so that families can also benefit from their gifts.