“What comes around goes around”, we’ve all heard the saying. So in terms of money, you have to “give” in order to “get”. If you don’t believe that giving to charity will in essence make you receive more money, at least consider the other reasons to donate some of your money to charity. Helping others [...]
There are a number of different gifting strategies available for planned giving. Each has its advantages and disadvantages. Instead of making an outright gift, you could choose to use a charitable lead trust. With a charitable lead trust, your gift is placed in a trust. The recipient of the gift draws the income from this [...]
Continue reading about What Gifting Strategies Are Available to Me?
One popular estate planning technique is planned giving. Making a donation to a qualified organization provides some very attractive benefits. You could receive an immediate income tax deduction. With a properly structured gift, you could realign your investment portfolio without paying capital gains tax on appreciated property. Another strategy may allow you to pass your [...]
Continue reading about How Can My Charity and I Both Benefit from My Gift?

