Our Gift Planning Newsletter: Pinnacle Perspectives
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Geisel School of Medicine Gift Planning
Geisel School of Medicine Gift Planning – Accountants
We invite you to peruse this page dedicated specifically for accountants and tax professionals. As you work with your clients and their philanthropic plans, contact us at anytime for further ideas and options for meeting your clients' tax and philanthropic desires with a planned gift to the Geisel School of Medicine at Dartmouth. We are dedicated to working with you and your clients to create the best charitable gift possible.
“A CPA will develop financial models that enable a client to understand the impact of giving a portion of their wealth today, minimizing current taxes and creating a situation in which their favorite charity and their family benefit simultaneously.”
Partner With Us
We understand that gifts to charities such as the Geisel School of Medicine at Dartmouth can be an important part of tax income and estate tax planning. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professionals in legal and tax fields, financial advisors, and our gift planning staff—all working together to arrange the best gift possible.
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.