Estate Planning

Philanthropy and Your Estate Plan

For many individuals, charitable giving is perceived to be what the super-rich do, where their checks have plenty of zeros in the amount.  But in fact, over 80 percent of Americans give money to charities.  In many cases, they support charitable and community programs making a great impact on society.

Philanthropic planning includes financial and estate planning tools with one or more charitable giving strategies to help you achieve your estate goals.  Charitable giving can enhance your ability to help others while also minimizing taxes, possibly increasing your current income, providing tax-free asset growth of the gifted property and teaching your children and/or grandchildren the value of philanthropy.

When incorporating philanthropy into your estate plan, your options, among others, may include:

Choosing the right philanthropic strategies and tools is a process not to be taken lightly.  With proper counsel and planning, you can feel confident that your financial needs, the needs of your loved ones and the causes you care about are all being supported.

Click here to view and/or download an estate planning checklist.