Philanthropic/Charitable Giving

Charitable/Philanthropic Giving

Charitable giving brings not only the personal satisfaction of knowing you are investing in causes that align with your values and can be a vital part of your estate plan.

There are many ways of gifting during your lifetime that may benefit you and your charity, some of which may be tax deductible. Bequest upon your death can provide a legacy and possibly reduce estate taxes.

Determining the best method of giving is as important as selecting the cause.

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Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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