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Providing support for causes that they care deeply about is of vital interest to many clients.  We develop a thorough understanding of your philanthropic intentions and recommend strategies that include annual gifts as well as the creation of a long-term legacy that reflects your values. 

  • Facilitate annual donations

  • Maximize tax benefits of gifts

  • Manage Charitable Remainder Trusts

  • Select and arrange stock gifts

  • Advise on family foundations and non-profit endowments

  • Establish donor-advised funds

Below are a few resources to help you with your charitable donations. We recommend you work closely with your financial advisor while making these decisions.

  • A tax-advantaged way for IRA owners older than 70 ½ to support their favorite charities is to make Qualified Charitable Distributions (QCDs). This document reviews a few points to consider:  QCD Fact Sheet

  • A unique way for individuals to contribute more to their favorite charities is to donate appreciated securities, such as stocks, mutual funds, or ETFs. This document highlights an example of the advantages:  Gifting Appreciated Stocks



 

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