Charitable Planning

Charitable planning involves broad themes such as the sale or disposition of highly appreciated capital assets, the need to generate income for yourself or others, making philanthropy a part of your broader estate plan, and philanthropic planning for future generations of your family.

A few highly appreciated capital assets may represent a large part of your net worth, such as a closely held family business, a family farm or other real estate, or marketable securities. If so, you may be in a position to transform some of that appreciation, eliminate the capital gains tax and serve your philanthropic goals as well.

Charitable planning strategies to consider may include charitable remainder trusts, charitable lead trusts, pooled income funds, charitable gift annuities, and outright gifts or bequests to charities, supporting organizations, private foundations, or donor advised funds.