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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.

Consult your attorney, tax attorney or CPA for specific advise on legal and tax matters. Estate planning services are 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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Phone: (408) 286-4010
Fax: (408) 452-1037
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Financial plans and investment advisory services are offered through qualified Financial Planners of MML Investors Services, Inc. Member SIPC only.
Not all representatives with Miceli Financial Partners are qualified for financial planning services.

Securities offered through registered representatives of MML Investors Services, Inc. Member SIPC
(101 Metro Drive, Suite 550 San Jose, CA 95110 (408) 286-4010).

Insurance offered through Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies.


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