Charitable Strategies

Giving to charity is rewarding in many ways.  There are many approaches to making charitable gifts. The best approach for a particular individual is depends upon  the motivation for the charitable giving, the charities to be benefited, the type of charitable gift, and the size of the charitable gift.  Giving through a family foundation may… Read More »

                                              Charitable Giving   Lifetime vs At Death     1.        Lifetime Giving   ·                     You get to see the impact ·                     Control ·                     Income Tax Savings ·                     Estate Reduction     2.        Giving at Death   ·                     Leaves a legacy ·                     Preserves principal while you are alive ·                     Estate tax benefits  … Read More »