PLANNED GIVING

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MONEY ADVISORS

Planned Giving

Our Money Advisors team offers Planning Giving financial services allowing you to support non-profits and charities. We offer planned giving plans to help you with life-long income as well as estate and tax planning techniques to provide for charity and other heirs for maximizing the gift and minimizing its impact on your estate as the donor.

We can help you answer questions related to:

Capital gains tax

Estate taxes

MONEY ADVISORS

Tax Benefits of Gift Planning

Donors can contribute appreciated property, including securities or real estate, receive a charitable deduction for full market value of the asset, and pay no capital gains tax on the transfer

Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer

Gifts payable to charity upon donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax