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Helping with Your Philanthropy

You have your own passions and ties to people and organizations that helped you get to where you are. Helping those less fortunate and sharing your good fortune are admirable desires. A well thought out plan for charitable giving can reap tax benefits that could allow you to give even more to your chosen charity. Donating your Required Minimum Distributions, giving appreciated stock, using a charitable remainder trust, and other options provide unique opportunities for you in gifting to your favorite organization. There are many worth art institutions, science entities, educational organizations, and churches that can benefit from planned donations. Speak with your trusted wealth management officer today to discuss more about your passions.