Charitable Giving

Your charitable giving says more about who you are and the legacy you want to leave. Of the many financial tools available to individuals with substantial assets - your support to foundations and charities through endowments and trusts is the most powerful statement of your values and hopes.

Of course you already know that your gifts of cash, stocks and bonds to charity receive tax deductions...

But did you know it is also possible to make those gifts, receive a current tax deduction and create a flow of income from the charity to replace the value of the gifted asset for heirs outside of your estate? Charitable giving is one of the most powerful estate planning tools there is. The power of doing something meaningful for those less fortunate, and at the same time making your retirement and estate plans more efficient, is an analysis we’ve perfected.