Planned Giving

Planned giving requires careful and strategic consideration by 

trusted professional advisors.

Lifetime income, reduction of capital gains and estate taxes, and the 

opportunity to benefit one's charitable and philanthropic objectives are 

important considerations to sound, professional planned giving.

 
 

Many individuals and families have complicated charitable agendas.As such, we encourage donors to engage their professional advisors - legal and financial consultants - to learn more about options that can provide the greatest benefit to them while having the most substantial charitable and philanthropic impact.

The Foundation is a good resource and venue for your clients.The Foundation provides:

- an attractive alternative to private foundations or commercial gift funds;

- anonymity - something a private foundation cannot afford;

- substantial tax advantages;

- low administrative costs;

- professional stewardship of assets; and

- charitable interests honored and preserved - immediately and in perpetuity.

Include the Foundation in conversations with your clients.Because we are not the 'end-beneficiary,' the Foundation serves as a valuable and objective tool that can add real value to your client relationships.Knowledge is power.Having the knowledge of options available gives you and your clients the necessary information to make powerful decisions and have powerful impact.




   

 

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