Charitable Giving
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Many people believe in giving back to the community through supporting causes and not-for-profit organizations. Maybe they have had an experience that has made them want to make a difference for others in similar situations. They have volunteered to read to children at the local hospital, washed dishes at the soup kitchen or walked dogs housed at the animal shelter.
People would like to do more financially, but never seem to have the extra funds.
As they plan out their estate, maybe we can help them give some thought to the financial future of their favorite charities. Making gifts to qualified not-for-profit organizations may also allow them to decrease their income and estate taxes. Certain charitable gifts can even provide increased income, increased net worth or return assets to their heirs at more favorable gift tax rates than they would otherwise enjoy.
Find out how our products can help you to help others.
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provided working together with your estate planning attorney, tax attorney and/or CPA. Consult them for specific advice
on legal and tax matters.
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