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