Charitable gifts help us meet our current goals and reach farther into the future. By giving wisely, you can also achieve this outcome.
Your gift can take multiple forms and can help you address a variety of personal financial goals. Do you want to make a significant gift during your lifetime, or would a gift as part of your estate work better? Do you have a particular asset that you are thinking of donating? Do you want to increase your retirement income, or is your primary goal estate preservation? Are you carrying excess life insurance or a large balance in your retirement account?
We are ready to work with you and your advisors to craft the gift plan that satisfies you.