Gifts from the Heart: A Charitable Road Map

Giving a charitable gift creates a legacy. Make yours count. Learn about gifts during life or at death, their tax impact, and how to maximize your gifts to charities.

For many people, charitable giving represents an opportunity to give something back. For others, it’s a way to accomplish a cherished ideal. In either case, your charitable gift can make a difference both now and in the future. During this webinar we will discuss:

Basic considerations – finding the appropriate giving arrangement can be difficult road to navigate, so it’s important to consider not only which organizations you wish to benefit, but also what type of asset you will donate, when you give it and how.

Tax considerations – while a tax saving is rarely the sole motivation for making a charitable gift, a basic understanding of tax consequences can help you identify the gifts and the giving techniques that may offer the greatest economic benefit to you and your family.

Strategies for making charitable gifts – while outright gifts are relatively easy to make, gifts can be made with a variety of assets, and can occur during your lifetime or at your death.