The Social Equity Group

Charitable Giving

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

Copyright 1997 . The Social Equity Group is a Registered Investment Advisor registered with the state of California.

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