Charitable Planning Services
With so many quality programs and avenues of giving available, planning charitable giving strategies can lead to many difficult decisions. Questions to consider:
- What should you give away?
- How do you choose the recipients of your donations?
- Do you create and manage your own entity?
- Do you want to establish a long-term strategy involving your children?
Our team works with you to address these and other complicated issues from personal, financial and tax perspectives to design a charitable giving strategy that matches your vision and circumstances.
Learn how we can help you with your charitable giving strategy and legacy planning.
The 60 percent of adjusted gross income limit for charitable gifts of cash may not be available to donors who diversify their major giving.
With tax reform likely, now is the time to review and confirm your estate plan suits your current and future needs.
With the widely applicable section 7520 rate moving up by another 20 basis points, the trend may no longer be the estate planner’s friend.