Leveraging Charitable Gifts

Giving is great for the soul. We believe People who give to charity live longer and are happier. We try to make them, their families and their charities wealthier, too.

Never give cash!  Always gift appreciated assets.

Leverage your gifts!  Get more bang for your buck by maximizing income and estate tax benefits of your charitable gifts.  Give less to the IRS and more to your charities.
We sort through the acronym soup of charitable giving techniques to make the most of your gifts:

CLAT - Charitable Lead Annuity Trust
CRUT – Charitable Remainder Unitrust
CRAT – Charitable Remainder Annuity Trust
DAF – Donor Advised Fund
PF – Private Foundation (okay that’s not typically used as an acronym)

Remember our Golden Rule: Always give more to charity and less to the IRS.