As you evaluate your year-end giving efforts, it may be helpful to think “beyond the checkbook” and develop a charitable plan that incorporates other assets like appreciated securities or even real estate. Doing so can extend the impact of your giving dollars for the causes or nonprofits you care about.
In addition, business owners contemplating a liquidity event (sale of the business or assets) should also take note, as they can potentially realize tax savings if they incorporate a charitable giving component prior to the transaction.
Regardless of the path taken, our charitable giving experts are able to work alongside you and your advisory team to develop a philanthropic approach that reflects your personal and financial goals.
Together, we’ll develop a thoughtful and informed giving program that is as unique as you are.