Charitable Gifting

“We make a living by what we get, but we make a life by what we give.”
Sir Winston Churchill

Whether you choose to make outright gifts or plan your charitable gifting strategy with tools designed specifically for that purpose, our experience tells us you may receive the personal satisfaction of knowing you have created a lasting legacy while also protecting your beneficiaries from excessive estate taxes. Proper planning is the key to leveraging your existing assets, maximizing your gifts, and preserving your estate.

Download a pdf article on Charitable Gifting and discover how you can choose to:

Keep an asset within the family while providing the charity with income and minimizing estate taxes; or
Create a family income stream for up to 20 years with the trust principal passing to your favorite charity.



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