Committed To Helping Our Clients Succeed

Charitable Gift Planning

Giving Beyond the Money

There is no better feeling than knowing that your money is being used for a greater good. We can help you set up a plan where charitable gift planning is implemented into your finances.
We can work with you to create a plan that incorporates giving where your money will go the farthest. Even the smallest amount given can change someone’s life for the better. If you would like to make a donation to charity, we have many options in place to make that happen. Planning your gift giving will make all the difference to keep your finances organized. We can go over all options for charitable gift planning so you can know you’re making the best decision for your finances.
There are many benefits of charitable gifts and we can go over what that means for you, your business, and your family. We can make a plan for any donor and go over the different ways you can give a planned gift. Some examples of what a planned gift might be are bequests, charitable gift annuities, retirement plans, charitable remainder plans, and more.
There are a few things to consider when making the decision to donate that we will assist you
  • Itemize deductions on your tax return if you are considering deducting charitable donations. We can go over the best option for your or your business when it comes to deductions.
  • Be sure to obtain a receipt for donations that are $250 or higher to a single charity. This is important to keep track of your donations.
  • May need an independent appraisal for gifts of goods or property that are worth equal to or more than $5,000.
We would love to create a personalized giving strategy for your charitable giving no matter how or what you choose to give.

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