Estate Planning

Charitable Planning

Gifting to charity can both benefit the donor and further a worthy cause.

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Extend your legacy to the world.

As a donor, gifting to charity can give you the satisfaction of supporting a meaningful cause and meeting your philanthropic goals. Your favorite charities will typically receive the full value of the gift, since charitable giving is generally not subject to taxes.
At the same time, you may receive income, gift, or estate tax benefits.

Benefits of making charitable gifts:

Charitable giving can be a useful tool to increase the impact of your estate and extend your legacy beyond your immediate heirs.

Benefits to donors:
  • In some cases, donations may allow you to take income tax deductions.
  • Removing assets from the estate reduces estate tax liability.
  • Certain assets can be targeted for gifting. For example, assets that would have a high capital gains tax due to increase in value over time would not be subject to taxes if donated to a tax-exempt organization. This allows the asset to retain its full value, so your wealth can have the greatest impact for good.
  • In some cases, your gift can be set up to provide you or your beneficiaries with an income stream (for a set period) from the asset that was transferred.

Other Estate Planning Services

Estate Tax Liquidity Planning
Wealth Transfer Strategies
Gifting and Trust Strategies