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Philanthropic Strategies

Success comes in many forms. Sharing one‘s good fortune by giving back to your community, your church, the environment or assisting the less fortunate are ways more and more individuals and families are choosing to define their legacy.

Each of us can define what is of personal significance and can couple it with the benefits of preferential tax treatment that is given to most charitable gifting strategies. Some can even lead you to achieve a zero-tax estate plan or at a minimum efficient use of your money possible. Charitable giving strategies that help clients realize tax-efficient estates and fulfill altruistic objectives include:

  • Charitable remainder trusts (CRT)
  • Charitable Lead Trust (CLT)
  • Private Foundation
  • Wealth replacement trusts
  • Testamentary IRA Charitable remainder trusts
  • Charitable Beneficiaries of IRAs
  • Charitable gift funds
  • Family foundations
  • Charitable gift annuities
  • Pooled income funds

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

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