Planned Giving Opportunities

Did you know that taxes like the capital gains tax and the estate tax are actually optional taxes?  That’s right, with proper planning you may be able to avoid all capital gains tax on the sale of an appreciated asset or avoid all estate tax on your estate after you die.

While there are many good ways to make charitable gifts (both during lifetime and after death), there are often better ways that remain undiscovered because taxpayers do not know about their options.

We offer assistance with various tools that can help you make your gifts, not only to meet the needs the Lord laid before you, but to do so in the most tax-efficient and cost-effective way possible.

Check out our Planned Giving Options

  • Donor Advised Funds
  • Charitable Gift Annuities
  • Other