Plan today... give tomorrow.
Just as you have plans for your career, your children's education and your retirement, it is also beneficial and rewarding to plan for the use of your assets in charitable giving.
Charitable or planned giving is the process of making a gift of estate assets part of your overall financial, estate, tax, and philanthropic planning. It provides you with a tax-smart way to provide social support to the community while building a lasting legacy for the future.
Charitable planning helps you to give the most effective gifts you can, while considering ways to reduce your income and estate taxes. Well-managed gift planning can protect the size of your estate and allow you to give generously at the same time.
If you do not already have a professional advisor or an estate plan or if you would like more information about adding a charitable gift to your current plan, please contact us to speak with a trust and estate-planning professional today.