Charitable Legacy Planning

Whether you want to give charitable gifts during your lifetime or arrange for them to be made after your death, it pays to plan ahead. We can show you many different ways to share your wealth with charitable organizations that will benefit both you and your family.

“Are there benefits to making a charitable gift during life versus making it at death? How can charitable gifts be more meaningful to my family and me?”

Planned charitable giving can produce substantial tax, social and civic benefits for the family. Since every family situation is different, it’s important that you structure your giving in a way that is comfortable for you. The timing of charitable gifts is based on both personal and financial objectives. Different gift values made at different times can produce different income and/or estate tax deductions. We’ll provide your with clear and understandable explanations of the complex web of tax laws relating to charitable giving, so you can see how the techniques we devise will allow you to attain your goals.

Whether you’re primarily interested in the tax benefits to be obtained from charitable giving or want to share practical lessons about scarcity and the fragility of success with your children, we can help you develop a charitable giving program that is right for you.

 

How Can We Help You?

In order to help you more quickly, please fill out the form below and click submit or call us at: (805) 374-2777