Charitable Giving Strategies
Charitable Giving Strategies
There are strategies to make your Charitable giving tax efficient and develop a family philanthropic plan. Tools are available that fit a variety of circumstances and our role is to know your charitable objectives and match those with strategies.
A natural complement to other Wealth Transfer strategies, a proper Charitable Giving strategy provides an elegant way to leave a legacy during your lifetime or after death. When employed properly, planned giving strategies can even increase current income to the donor while simultaneously magnifying the after-tax value received by one’s heirs.
- Direct gifts to charities
- Donor advised funds
- Pooled income funds
- Charitable lead trusts
- Charitable remainder trusts
- Charitable annuities
- Supporting organizations
- Private foundations