Simply donating cash to the charity of your choice does not guarantee that you will effectively reap the benefits of your contribution, both for the cause and your estate plan. When it comes to charitable giving, it is important to consider which assets to donate such as cash, short-term appreciated assets, long-term appreciated securities and real property, among others, as well as the method in which you donate those assets.
Our team will work with you to devise a strategy that complements your estate planning goals and the level of involvement that you and your family members would like to have in current and future philanthropic activities. Preparing properly can allow you not only to save a significant amount in taxes but also create a lasting tradition for your family. We believe that the lessons you teach through charitable giving can have a profound impact on your loved ones and is an essential part of a sustainable multi-generational family legacy.