Investing outside of ourselves is an essential part of achieving a meaningful and long lasting legacy. In fact, it is only through giving to others that we can establish a truly enduring legacy.
For our clients, the question is not whether to give. To the contrary, they understand the reciprocity of abundance:
“For everyone to whom much is given, from him much will be required.” — Luke 12:48
The question is how to maximize, in the most tax efficient manner, the impact of their gifts for the greatest good.
Therefore, we structure gifts so that our clients and their causes receive the highest benefit. It is simply a matter of understanding the prevailing incentives and knowing how to take full advantage of them while minimizing costs.
We have assisted numerous families in planning and executing generous and often complex gifting strategies using a variety of financial and legal vehicles for planned giving:
- Wills and trusts
- Charitable foundations
- Life insurance
- Transfers of stocks, bonds and other investments
- Annuities
- Land or real estate transfers/donations
- Donations of personal property
Whether the causes you support are local, national or international, secular or religious, and whether you have been blessed with the resources to give while you are living or intend to incorporate your gift as part of your estate plan, we will help you determine the best way to fulfill your legacy goals with the resources you have to give.
Please contact us to discuss your planned gifts, as we will gladly help you develop a strategy to ensure a lasting and meaningful legacy.
