For Your Community and Causes You Care About
How to turn Tax Deductible Pennies into Charitable Dollars
Client issues we address:
- Clients want to leverage their philanthropy
- Clients wish to do the most good with a minimal amount of financial pain to their estate or family
- Clients wish to develop a legacy that will outlive them
What we do to address client issues:
- We optimize their charitable giving by combining various needs and goals into a single program
- We identify ways to donate assets to charity to provide potential tax benefits to our clients
- We use life insurance to leverage the donations to the charity and to our clients
- We set up these programs to benefit the charity with no ongoing premiums required
Expected outcomes for our clients
- A current tax deduction
- Don't forget the recent tax act which limited certain deductions did not impact charitable contributions
- The peace of mind knowing that the charities of their choice will have a legacy to continue their mission
- The ability to teach their future generations the importance of philanthropy
- Ongoing support for the charity with no ongoing financial obligation or responsibility for our clients