Charitable Giving

We have always prided ourselves on our ability to provide our clients with excellent customer service, comprehensive retirement planning, and timely, research-based investment management. To compliment these programs, in 2015 we added Tax Planning to our menu of client offerings.

Many of our clients have asked for this service to help simplify their financial life, to streamline the coordination and communication between their advisor and tax preparer, to help them maximize their charitable giving, and to give them one convenient location for all their financial needs.

In today’s tax environment, we know that charitable giving can be an especially important part of your estate, tax, and financial planning. There are several different ways you can give, each with its own pros and cons. 

Depending on the type of your estate, the amount of money you want to give, and how you want to give it, you may be unsure of what type of charitable giving can work best for you, your philanthropic goals, and your tax situation. 

Client Centered

Here are a few ways to give smart from the heart: 

  • Donor Advised Funds
  • Charitable Trusts
  • Qualified Charitable Distributions from RMDs
  • Pooled Income Fund
  • Cash donations
  • Tangible assets
  • Appreciated long-term assets
  • Private Foundations
  • Volunteering 

Motives and methods may differ, but the key is to plan now to ensure your assets go where you want them to go in a tax-efficient way. The new Tax Cuts and Jobs Act has made it even more important than ever to make savvy financial decisions about charitable giving. This Tax Reform and Charitable Giving guide may help get you started. 

Let us help you maximize your giving. With the assistance of our Certified Public Accountant (CPA), Rick Martin and our Customer Service Associate, Trish Vigansky, our office has the knowledge and experience to help. To set your initial meeting with a representative from our team, please contact our office today.


*The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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