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 Charities/Memorials

 

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Do You currently make Charitable contributions?  Have you thought about creating a legacy to make on going contributions to those charities?  Do you participate in or chair an annual memorials? 

Gifts to charity during lifetime or at death will reduce the size of your gross taxable estate.  We offer many strategies to help with your charitable gifting for your estate or lifetime giving needs.  We also have access to several area attorneys specializing in Estate Planning and Charitable Giving.

Key Benefits 

  •  Make gifts in ways that produce the greatest tax and estate planning benefits.
  •  Make charitable giving a significant part of your financial, tax and estate planning.
  •  Plans can be provided with or without an attorney, reducing the substantial costs and administration necessary.

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Last modified: 02/22/08