Charitable Planning

Charitable planning involves broad themes such as making philanthropy a part of a client's overall estate plan, philanthropic planning for future family generations, the sale or disposition of appreciated assets, and a client's  income requirements.

Appreciated capital assets may represent a large part of a client's net worth. This may include closely held family business, a family farm or other real estate, or marketable securities. If so, the client may be in a position to reap the benefit of some of that appreciation, eliminate the capital gains tax and serve 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.

 

 

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