What is Smart Giving?

It is a win-win when you learn how to leverage your financial resources to benefit your favorite nonprofit organization(s)! Your individual wishes and potential outcomes for Smart Giving might include:

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  • Increasing the impact of a gift without necessarily giving more

  • Minimizing capital gains, income, and estate taxes

  • Preventing taxation of assets going to heirs

  • Guaranteeing retirement income

  • Integration of Long-Term Care Planning

  • Preservation of assets

  • Freeing up or leveraging unproductive assets

  • Becoming a part of a legacy society

If you are interested in exploring how Smart Giving might work for you, we recommend that you speak to a financial planning specialist with special expertise in charitable giving. To learn more, please contact us.