Charitable Planned Giving
Creating a charitable legacy is an important priority for many of our clients. Some charitable gifts are called split-interest gifts because they benefit your loved ones as well as your favorite charities. In addition, charitable giving can generally result in important income or estate tax benefits for you.
If you are charitably inclined, we will work carefully with you and your other advisors to determine which charitable giving tools best meet your goals and objectives. These tools include:
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Gifts of Income Tax Deferred Retirement Assets
- Donor Advised Funds
- Outright Bequests of Property