Many of our clients want to include charitable giving in their financial plans when they retire, inherit or sell a home or significant asset. We support charitable giving as a way to strengthen our communities and build a better world. There can be significant tax advantages as well. The Social Equity Group can assist you with the following:
- Contributions to the charity or non-profit organization of your choice
- Charitable Gift Annuities: The donor makes a contribution and receives tax deductions and lifetime monthly income.
- Donor Advised Funds: An investment which designates that the income or principle goes to a non-profit organization.
- Charitable Remainder Trusts: Funds are put into trust with monthly income for the trustee and are distributed to non-profits at the death of the donor.
Retirement Planning | Estate Planning | Risk Management | Education Saving
Tax Planning | Charitable Giving | Community Investing