Gifting efficiently
Gifting for education
Grantor Retained Annuity Trusts
Lifetime gifting strategies
Donation of appreciated securities
Qualified Charitable Distributions
Gifting through a Donor Advised Fund
LEAVING A LEGACY YOU CAN ACTIVELY ENJOY
Gifting during your lifetime can be an outstanding way to impact your community, improve the lives of people you love, and further the causes you are most passionate about. Gifting during your lifetime not only reduces taxes, but also allows you to see your gifts' impact.
GIVING THAT GOES FURTHER
SIMPLE STRATEGIES WITH BIG IMPACT
Donating to charitable causes can be a powerful way to make a positive impact while also enjoying tax benefits. Strategies such as qualified charitable distributions, donating appreciated securities, establishing a donor advised fund, or charitable remainder trusts are just a few ways that your giving can go further.
