What Is Gift Planning?
Gift planning is finding ways to make charitable gifts now or after your lifetime while enjoying financial benefits for yourself.
The results of gift planning are sometimes referred to as "stop-and-think" gifts because they require some planning and, often, help from your professional advisors. Unlike cash donations, they are typically made from assets in your estate rather than disposable income, and come to fruition upon your death. More
Focus On: Gifts of Real Estate
Original founders of successful businesses oftentimes hold assets that are greatly appreciated. In many instances, the basis can be practically zero.
If you've owned your home or other real estate for a long time, no doubt it has increased in value significantly. What happens if you sell the property?. More
Focus On: Charitable Remainder Trusts
In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support. More