Make A Plan

One idea many clients are finding is making sure their estate leaves a legacy that is beneficial to their families and loved ones around them well past their life span. Some see that leaving all their assets to beneficiaries all at once may not be the best idea. Using different tools we can customize a timeline or direct funds in order to create a lasting impact for your heirs (increasing the inheritance) and leaving a positive impact for you favorite charitable organization and potentially reducing your taxes today. Let us show you how.

8 Types of Charitable Giving that can reduce your taxes and make an impact for the long term.

  • Donor-Advised Funds.
  • Real Estate.
  • Cash.
  • Stocks.
  • Charitable Trusts.
  • Giving Assets to Charity.
  • Pooled Income Fund.
  • Private Foundation.

Ways to Give

With additional testamentary funding by will, charitable trust, gift annuity, retirement plan or insurance policy, you and your family can leave your own personal stamp on history and possible reduce your taxes for today.

You can donate or create instruments to help give your assets to your desired charity and in some cases even continue to receive income from them. You can give:


Estate Assets

Life Insurance


A Tax-Saving Way to Help Your Favorite Charity

If you are 70½ years old or older, you can take advantage of a simple way to benefit your charity and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity without having to pay income taxes on the money.

This law no longer has an expiration date so you are free to make annual gifts this year and well into the future.

Why Consider a Gift?

  • Your gift will be put to use today, allowing you to see the difference your donation is making in your favorite charity
  • You desire to benefit the charity in the future
  • You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your deductions.
  • If you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of that requirement.
  • You desire to leave a legacy