Making a Difference - Charitable Gift Planning

Each year, billions of dollars are contributed by individuals, foundations, and corporations to charitable organizations.  There are many opportunities and benefits for charitable giving that bring personal satisfaction while helping an organization that we are supportive of.

 

Planned giving today includes lifetime gifts, transfers by wills and many other vehicles tailored to address a variety of situations for people at all levels of giving ability.




 
Consider five questions: 



  1. Who will be personally impacted?
  2. Who can receive charitable gifts?
  3. What are the “me” benefits of giving?
  4. What vehicles can be used?
  5. What advanced strategies can you use?



 


We can help you address these five questions.  Leaving a legacy through charitable contributions - making the most of them for the organization, yourself, and your heirs - is an achievable goal.



 


The opportunities to create a legacy are there.  It's up to you, the donor, to use them to your greatest advantage.




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Check the background of this financial professional on FINRA's BrokerCheck