Give Something Back
What better way to make a difference to society than by contributing to a charitable cause?
Charitable giving can help you achieve a number of goals at once. It's often possible to support an organization you believe in, while reducing your own tax liabilities and improving your overall estate plan. We'll help you evaluate different charitable giving strategies available and recommend the ones that may best suit your individual needs. Whether you are looking to make a gift of cash or property – now or in the future – we can help you achieve your goals in the context of your overall estate plan.
Benefits of our program:
- Build your own charitable giving strategy without the cost of establishing a private foundation.
- Personalize your legacy by naming your own Fund (e.g., John Smith Foundation).
- Receive immediate recognition for your generosity: a tax receipt is issued at the time of the donation for the full market value of your contribution. You can use the tax receipt immediately and do not have to wait until the funds are granted to the charities.
- Donate a variety of assets including cash, stocks, bonds, mutual funds and life insurance. For gifts of appreciated securities, you can donate in kind and realize the full value as a charitable donation without paying tax on any capital gains.
- Instill altruistic values by getting your family and friends involved in your cause.
- Have input into decisions about which charities will receive grants from your Fund every year.
- Designate your Fund as a beneficiary in your Will to establishing a long lasting legacy.
- Assets grow tax free within your Fund, providing additional assets available to be donated to charities in future years.
- All the administration, legal and accounting work is done on your behalf.
If you are interested in setting up your own charitable fund, We can help you achieve your dream of making a difference in a simple and effective way. Contact us today.
