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Solution Center | Charitable Strategies

Overview

As you consider strategies for your appreciated assets, you may want to consider unlocking some of the appreciation through the use of charitable planning strategies.

Our approach to charitable planning recognizes that people come to this issue with diverse interests, from diverse backgrounds, are different ages and have varied motivations for considering a charitable strategy. As such, our process of charitable planning is not a "one-size-fits- all" or a neat "paint-by-numbers" kit.

However, the beauty of our charitable planning is that however a client comes to the process; we can help them design and implement a complete picture of their charitable strategy that includes estate, tax and financial planning objectives enriched by the colors of their philanthropic hopes and dreams. In the end, because every client is unique, each picture becomes an individual masterpiece.

Carrying the metaphor forward, our “palette” of available options is broad and includes strategies such as:

  • Strategies for Outright Gifts
  • Chartable Remainder Unitrusts
  • Charitable Remainder Annuity Trusts
  • Net Income Chartable Designs
  • Bargain Sale Strategies
  • Charitable Gift Annuities

The use of these strategies is connected to your individual needs and objectives for:

  • Reducing Capital Gains
  • Eliminating Estate Taxes
  • Need to Generate Income For Self Or Others
  • Distribution To Heirs
  • Charitable Beneficiary Options

As the suitable charitable vehicle or combination for your needs can be determined only after a thorough analysis of your specific situation, we invite you to view our educational materials or schedule a consultation so we can work closely with you to structure and implement a charitable giving plan designed to meet your specific objectives.

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