Charitable Planning

Many of us are already engaged in volunteer work or are currently donating their time or money to the causes that are important to us. While most of us don’t see ourselves as philanthropists, in fact we are. Please read the article “Are you a philanthropist?” on this site. We each have the ability to direct how and to whom to leave our assets and ultimately to identify the gifts that we want to share with the world.

Top 5 Reasons Why People Give:

1. Because they are asked
2. Compassion for those in need
3. Personally believe in the cause
4. Affected by the cause
5. Give back to the community 

 Carol can provide customized examples of different charitable strategies that you may be considering. These include the tax and income benefits that can accrue to donors as well as the benefits to the charitable organizations. 

In order to find out more about charitable planning basics and strategies, please contact us to learn how you can implement your own legacy plan.