Once you have provided for your own personal expenses and retirement, it may be time to consider how your money could benefit others and create a family legacy of giving.
Giving away some of your money is a great way to support the people and organizations you love. But choosing the right strategy is essential for minimizing your taxes and meeting your personal goals.
Gifting Strategy Overview
QUALIFIED CHARITABLE DISTRIBUTIONS (QCDs)
DONOR-ADVISED FUNDS (DAF)
CHARITABLE LEAD TRUST (CLT)
CHARITABLE REMANDER TRUST (CRT)
How to Identify the Right Strategy
These are some of the many giving strategies available. The best choice depends on many factors, including your unique financial and philanthropic goals.
Please don't hesitate to contact us about a giving strategy that best suits you.