Charitable Gifting | Charitable Remainder Trust | Legacy Planning


Why should you consider gifting?

  • Taking care of one another is the cornerstone of our legacy as a great nation
  • Taking advantage of the gifting strategies to support non-profits is a win for the person receiving help, and you - knowing you are helping
  • Tax savings strategies
  • Income generating strategies
  • Gifting can allow you to leave your legacy 
  • You can involve your family in the gifting process and teach them your values