Charitable Giving
Creating a charitable gift-giving plan may provide you with multiple tax breaks: an income tax deduction, the avoidance of capital gains on highly appreciated assets, and no estate taxes on the charitable contribution upon your death. With the ever-changing tax environment in the U.S., there may be compelling reasons to integrate philanthropy into your financial and estate planning. We can help you find a qualified professional to assist you with deciding if this is a good option for you.